by Jim Lee | Nov 20, 2020 | Life Insurance, Retirement, retirement planning
Who are you thankful for this Thanksgiving? You likely have some relationships in your life that are extra meaningful. Perhaps you’re thankful for a spouse or partner? Or maybe your children? Or perhaps siblings, friends, or even coworkers? Do any of those...
by Jim Lee | Aug 3, 2020 | Retirement, retirement planning
It appears that a second round of stimulus is on the way. On July 27, Senate Republicans introduced the HEALS Act, which, among other things, would issue $1,200 stimulus checks to qualifying Americans. The Democrat-led House passed the HEROES Act in May, which also...
by Jim Lee | Jan 23, 2020 | Retirement, retirement planning
The government passed a year-end spending bill in December, and it included one piece of legislation that could have a big impact on retirees. It’s called the SECURE Act. The bill’s name is an acronym for Setting Every Community Up for Retirement Enhancement. The...
by Jim Lee | Oct 16, 2019 | Life Insurance, Retirement
According to a recent survey from Policygenius, only 32% of Americans own life insurance.1 Life insurance provides financial protection, especially for those with children or other dependents. Life insurance provides a tax-free lump sum benefit that can be used to...
by Jim Lee | May 20, 2019 | Retirement, retirement planning
Tips to Jumpstart Your Savings It’s graduation season. Do you have a graduate who finishing up on college? If so, this is a time to celebrate your child’s accomplishment and their entrance into adulthood. It also may be a time to celebrate your new freedom. You have...
by Jim Lee | Apr 18, 2019 | Life Insurance, Retirement, retirement planning, Social Security
Remember hunting for Easter eggs as a child? There were few thrills more exciting than racing around the yard or a park to find as many eggs as possible. Your eggs may have contained candy, money or other prizes. As an adult, you may be too old to participate in a...
