by tracy.thrash | Sep 1, 2022 | Uncategorized
Understanding the importance of life insurance is one thing. Understanding the tax rules is quite another. As insurance products have evolved and become more sophisticated, the line separating insurance vehicles from investment vehicles has grown blurry. To...
by tracy.thrash | Sep 1, 2022 | Uncategorized
A beneficiary is the person or entity you name (i.e., designate) to receive the death benefits of a life insurance policy. Some states require that your beneficiary have an insurable interest in your life or be related to you (at least at the time the contract is...
by tracy.thrash | Sep 1, 2022 | Uncategorized
Saving for retirement is important for all ages, the key is to start early Land a great new job? Awesome. Now is the perfect time to think about your 401(k) and retirement plan, whether you had one before or not. Saving for retirement is important at all...
by tracy.thrash | Sep 1, 2022 | Uncategorized
If you’re like most people, you bought life insurance to provide for your loved ones in the event of your death. But because you’re self-employed, you may have an even greater need for life insurance: You’ll want to protect your family after you die,...
by tracy.thrash | Aug 3, 2022 | Uncategorized
FED MEETING RECAP: MARKET GETS A WHIFF OF A PIVOT Let’s start our recap of the epic week with the Fed meeting. Perhaps the market’s biggest fear has been that the Fed may overdo its tightening to fight inflation and send the economy into a painful recession, break...
