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4 Ways to Get Financially Fit in Your 40s
4 Ways to Get Financially Fit in Your 40s Many people in their 40s are facing an uncomfortable fact: They simply aren’t where they’d hoped to be financially. Fortunately, all their life experience can help correct for past mistakes. “There’s a different trigger moment for everybody,” says Jay Howard, financial advisor and partner at MHD Financial in San Antonio, Texas.
Summer Vacations and Retirement: Budgeting for Both
Summer Vacations and Retirement: Budgeting for Both With Americans living longer than ever, planning for retirement should be a top priority. Yet according to a recent study from Charles Schwab, Americans are spending more time planning for summer vacations than for retirement. While a vacation may last a week or two, retirement may last upwards of 30 years. Neglecting to
5 Ways Critical Illness Insurance Can Be a Financial Life Saver
5 Ways Critical Illness Insurance Can Be a Financial Life Saver It was a world-famous heart surgeon, Dr. Marius Barnard, who created critical illness insurance, as he saw how the financial stress that accompanied cancer, heart attack and stroke was killing his patients. This type of insurance typically gives you a lump-sum cash payment if you are diagnosed with one
IALC Challenges DOL Fiduciary Rule
IALC Challenges DOL Fiduciary Rule Source: Indexed Annuity Insights
How Much Life Insurance Do You Really Need?
How Much Life Insurance Do You Really Need? Some people equate life insurance with tragedy and death. In truth, life insurance is for the living. Without it, the sudden demise of a key breadwinner could leave a family stranded without the resources to maintain their lifestyle—or even retain their home. Not so long ago, professionals recommended that families carry a