News

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.

I had a chance to speak with Mark Roper of WMAR-2 Baltimore about the impact of inflation on 401(k)s and retirement planning — watch the video below to learn more. Key Points Your retirement usually is a long-term plan, and this is a short-term fluctuation in rates. Don’t make a knee-jerk reaction. If you have […]

Sorting through your financial situation can be overwhelming. Especially when you want to make sure you’re on track to reach your future financial goals — it can feel like a lot of pressure. Here are some practical steps you can take to learn how to organize your finances and keep your financial plan working for you.

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.

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.

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.

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.

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 […]

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.

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.