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What Is the 4% Rule?

What is the 4% rule for retirement? A guideline for ensuring your retirement funds last as long as you need them to. But here’s what else you should consider to see if your nest egg will be enough to fund your retirement.

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One Thing to Never Do With Your Savings and 4 Things You Should Always Do, According to Financial Experts

Wherever you are in your financial planning journey, it’s wise to circle back regularly and make sure you’re doing the right things (and avoiding making mistakes). Thinking you’ve got a plan you can set and forget is dangerous; you might find you’ve missed opportunities to maximize your financial situation.

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Changing how Black Americans use life insurance could shrink the racial wealth gap

How can life insurance support wealth building for Black Americans and their families? I spoke with writer Ronda Lee to share some insights on ways to leverage the cash value found in permanent life policies to that end.

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Whole life insurance is a type of permanent life insurance with unchanging premiums

What is whole life insurance, and what are some of the benefits of this type of policy? I shared some insights with Ronda Lee and Paul Kim of Business Insider — here are a few of the main points.

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How Much is Life Insurance?

When you’re considering buying a life insurance policy, you need to decide which type of policy makes the most sense for you. I spoke with Erin Gobler of Sound Dollar to provide some helpful information consumers can use when making that decision — check it out here.

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The Top 18 Money Skills To Learn in Your 30s and 40s

I shared insights with GO Banking Rates on saving for retirement and maintaining an emergency fund — this article, with my insights as well as other financial experts, is a helpful resource for financial planning.

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Brokers International’s Mark Williams on the Annuity Market Force to Watch

I was profiled in a ThinkAdvisor piece, diving a bit into my background, hobbies, and insights on the insurance and annuities industry. Check it out to see what the trends are to watch and how I envision the industry changing.

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Retirement security isn’t a guarantee anymore. How employers can help

Financial security in retirement is important, but it often takes a backseat to financial concerns that feel more pressing. As a CEO, I believe employers have a role in helping employees be more financially savvy through educational offerings and by offering 401(k) plans with a matching contribution.

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11 Steps To Fix Your Finances

I shared some of my top tips for managing your personal finances with the US Sun — here’s the most important one that a lot of people ignore. Make a list, create a budget, and look at all of your expenditures. If you don’t know what your money is doing, it’s going to be hard to get (or stay) on track.

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Can I get life insurance if I have pre-existing conditions?

If you have pre-existing conditions and you want to apply for life insurance, don’t worry. As I shared with Business Insider, there are options available for individuals with conditions like diabetes, cancer and more.

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