Like most parents, you probably want to leave as much as possible to your kids so they can have a secure financial future. But what most parents don’t know is that all their hard work saving and investing could get eaten up by estate tax and income tax before ever reaching the next [...]
At this time of year, it’s easy to get caught up in the desire to spend, spend, spend. But are you buying the things that matter most? Just in time for the holidays, we bring you the story of a family named Claus, who learned that life insurance is gift of love.
The short answer is “yes.” Whether it’s fair or not, your weight is definitely a factor in what you’ll pay for life insurance. Let’s take a look at why…and what you can do [...]
When you’re a little kid, you just want to be normal. Being different is likely to attract attention, which can get you made fun of. That’s what Noah Fisher thought would happen when he got glasses. When 4-year-old Noah put on his glasses for the first time, he started to cry.
When his [...]
Part of the fun of being a financial advisor is helping people take what they already have, and show them how their existing assets can help them reach their financial goals. There are strategies we use to make your money work harder—it can earn more, provide more, and allow you to leave more behind for [...]
At Trusted Quote, we often ask ourselves what makes the people who buy life insurance different from the people who don’t. Apparently we aren’t the only ones asking that question. Earlier this year, Greenwald & Associates surveyed 2,000 adults, asking them about life insurance. Not everyone who took the survey was insured, so [...]
Do you have less than $500,000 in your retirement portfolio? Are you worried about how long that money will last during retirement? You aren’t alone. Our clients are speaking up, and what they want is clear:
(a) more retirement income
(b) a way to make sure they won’t outlive that income.
Danny Keefe might just be the only one.
Danny and his twin, Emily, were born premature at 34 weeks. While Emily was healthy, Danny wasn’t. He experienced a brain hemorrhage that doctors said could [...]
Thanksgiving is tomorrow, and we hope you have plans to spend time with family and loved ones. We focus on family every single day here at Trusted Quote, but that doesn’t mean we don’t get excited about Thanksgiving! As you take stock of what you’re thankful for, we hope you can add life [...]
Although winter doesn’t technically start until December 21, now is the time to get ready for those intense winter storms. With a little prep work now, your family, home, and vehicles can weather the storm.
Tips for Your Home
*Prepare an emergency kit. This kit needs sand and rock salt for melting snow or improving [...]
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