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We help individuals and families pursue their ideal retirements.

September is Life Insurance Awareness Month

By Paula Miles | September 10, 2019 | 0 Comments

September is Life Insurance Awareness Month, which gives us a reason to talk about a subject that some try to avoid. Life insurance can conjure up dark images. Many people are jarred into realizing the importance of buying life insurance after a close friend or family member passes away, or even after hearing a news…

Recession and Retirement

By Paula Miles | September 6, 2019 | 0 Comments

There has been a lot of chatter recently by economists and news outlets using the word “recession”. Understanding that it could happen and understanding how to handle it are different matters. If you are someone who is nearing retirement or in retirement and don’t have a Downside Risk Protection strategy, you may be right to worry.…

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