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Why Group Life is a No Go

So you think you're covered because you have a group life policy?  Think again.  Forget the debate about whole life vs. term.  If you don't own and control the policy, then you're taking even MORE risk than any good advisor would recommend.  Find out how a group of former AT&T employees were surprised by a board decision so their former employer could save a few dollars.  This kind of stuff happens all the time.
 

AT&T Changes Life Insurance Promises to Retired Employees
Forbes, Dec. 2021

Life Insurance is Foundational

A brief summary of the importance and power of life insurance as well as an even briefer encapsulation of the pros and cons of different types of insurance and examples of its uses.

Why Life Insurance Has to Be a Part of Your Wealth-Building Plan | Entrepreneur, Feb. 2024

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How a $1mm Retirement Looks

The sooner you start, the more you save, the more compound interest works in your favor.  Why is it so important?  Because someday you're going to want to retire--preferably sooner rather than later.  It used to be that a million dollars was a sizable nest egg.  Times have changed.  The hyper-inflation of the post-Covid years may not be the last hyper-inflation period you experience either.  See how these four millionaires are fairing in retirement.  Would you be content with one of their lifestyles? 
 

Here's What a $1 Million Retirement Looks Like in America | The Wall Street Journal, Dec. 2022

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