When people think of life insurance, the first thing that may come to mind is ensuring your loved ones are covered enough should something happen to you. It is a concern that more than half of all Americans consider, with at least 52% of them covered by life insurance in 2023 according to LIMRA. However, … Read More about How Insurance Can Be Used for Retirement Planning

Dealing with the death of a loved one is not easy. With it comes many decisions, including how to handle the funds from their life insurance policy. Whether you are the sole recipient of a loved one’s policy or only receiving a portion of it, it is essential to know a few things when it … Read More about What to Do on the Receiving End of a Life Insurance Policy

Their top spending priorities, according to new data, are rent and flights. The travel sector is witnessing a seismic shift in consumer behavior, particularly among Generation Z, whose appetite for travel is not just burgeoning but is fundamentally altering the landscape of the industry. The 2024 State of Student Travel Report by StudentUniverse provides an … Read More about Unpacking Gen Z’s Travel Spend: A Golden Opportunity for Investors

There are several ways high-net-worth individuals can benefit from life insurance. It is a vehicle that could provide loved ones with an income stream, it can be used as an investment strategy, it may help to lower your estate tax burden, and it could also be a potential safeguard for business owners. Generating an income … Read More about Why High Earners Need Life Insurance Too: Helping Your Family and Preserving Your Finances

Pursing not only a confident retirement but one that is vibrant and fulfilling. Embarking on retirement alone, either by choice or due to unforeseen circumstances such as the loss of a partner or divorce, presents a unique set of challenges and considerations. With the rise in divorce rates among those aged 50 and older, and … Read More about Questions to Ask If Navigating a Solo Retirement