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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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Retirement Planning for Self-Employed Gig Economy Workers

More and more individuals are joining the gig economy. Traditional employment often provides employer-sponsored retirement strategies. Losing out on benefits like this is one of the trade-offs freelancers make, but that doesn’t mean you can’t save for retirement as a freelancer. Let’s look at 3 savings methods for self-employed retirement plans.

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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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How Does Inflation Affect Retirement Planning?

Over the last few months, one of the biggest issues impacting financial considerations has been the record level of inflation in the United States. Because of this, many people are asking the question, “How does inflation affect retirement planning?” There are a lot of factors to consider, but let’s look at how to survive inflation […]

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Financial Advisor Best Practices: What’s Working (and What’s Not)

I joined Bill Cates of the Top Advisor podcast to discuss the top challenges facing financial professionals today and best practices to get their business firing on all cylinders.

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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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