by Anne Moschopoulos | Jun 4, 2021 | Financial Blog
The National Association for Fixed Annuities (NAFA) designates June as National Annuity Awareness Month (NAAM) to help educate Americans on the important role of annuities as part of a secure retirement savings plan. Learn about why now is the best time to...
by Elzbieta Sawczuk | Jan 4, 2021 | Financial Blog, Insurance Blog
Make a resolution to review your coverage and beneficiaries! The start of a new year is a great time to re-evaluate your life insurance coverage. Changing circumstances may lead to different insurance needs. Did you have a baby? Get married? Purchase a new home or...
by Elzbieta Baumgartner | Mar 30, 2020 | Financial Blog, Insurance Blog
The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) came into effect in 2020. This act includes changes that simplify access to retirement accounts for Americans, which, for many of us, is the only way to reduce our taxes. In this...
by Elzbieta Sawczuk | Dec 20, 2019 | Financial Blog, Insurance Blog
Make a resolution to review your coverage and beneficiaries! The start of a new year is a great time to re-evaluate your life insurance coverage. Changing circumstances may lead to different insurance needs. Did you have a baby? Get married? Purchase a new home or...
