by Elzbieta Baumgartner | Mar 30, 2020 | Financial 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
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 Sawczuk | Nov 19, 2019 | Financial Blog
At an early age, I decided that funeral service was my calling. The mysteries that surrounded the care of the deceased and those that care for the dead were compelling to me. After attaining the necessary education, my life-long work began. What was to follow over the...
by Elzbieta Sawczuk | Sep 3, 2019 | Financial Blog
Life Insurance Awareness Month is here – let’s talk about life insurance! Too many people are taking an unnecessary risk by not protecting their loved ones with life insurance.Did you know that 1 in 3 households would have immediate trouble paying living...
by Elzbieta Sawczuk | Jun 5, 2019 | Financial Blog
In 2010, the National Association for Fixed Annuities (NAFA) designated 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 | May 30, 2018 | Financial Blog
By Agnieszka Bastrzyk, PRCUA Secretary -Treasurer A safer future As a grandparent, you can help ensure that the grandchildren who mean so much to you will enjoy practical insurance benefits that can be a big help to them later in life. Insurance: a caring and...
