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How Do Annuities Work? Understanding Annuities for Retirement Plans 

Annuities are one of the most underutilized elements of retirement strategies. For many people, their first question when they hear the word annuity is “How do annuities work?” or, even more basically, “What is an annuity?” So, let’s cover some annuity basics first.

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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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How To Start Saving for Retirement

Not everyone knows how to start saving for their retirement. It’s a big, possibly far-off goal, and you might need some motivation to start working toward it. If that’s your situation, here’s some information that might help you out.

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Money Saving Tips To Start Now

Not sure how best to set yourself up for financial success? I recently shared some tips with CBS 12 in Jacksonville, Mississippi. My top five? 1: Carry large bills. 2: Use credit cards that give you rewards. 3: Buy discounted gift cards. 4: Buy marked down clothes in January. 5: Check your credit report.

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Budgeting for the Holidays

Budgeting is one of the simplest steps available for your financial planning success. Here are some ideas I shared for balancing your holiday gift shopping with a budget.

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Financial Planning Checklist: 9 End-of-Year Financial Tips

As we get closer to the end of the calendar, it’s a natural time to work through a year-end financial planning checklist. Finances are often top of mind at this time anyway, with the holidays bringing increased spending on gifts and entertainment. Take some time before the ball drops to run through a year-end checklist […]

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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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Financial Planning for Aging Parents

How can you help manage financial planning for your aging parents? When should you start having those conversations? I joined FOX 5 Las Vegas to share some tips dealing with this sensitive subject.

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Is life insurance taxable?

It’s a big question for many: Do I have to pay taxes on a life insurance payout? I joined Ronda Lee of Business Insider to bring some clarity to this question.

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