Financial Services

27
Dec

4 Ways to Maximize Your Savings after the Age of 60

“Little” Tips for a 60 Year Old’s Retirement Plan “Yo Bo! No Sheep?” Well, peep this; before you get your weep on, report those animals missing and then focus on not losing the money you need for your retirement. Look Bo Peep, you’re over 60 and let’s face it, you may not be able to hold onto to your livestock,

Read more

20
Dec

6 “Cool” Ways For 40 and 50 Year Olds to Plan their Retirement

Save the Most Money Toward Your Retirement at 40 & 50! “Let it go!” Hey Olaf, just because Anna and Elsa are over building snowmen and now want to build a retirement plan, doesn’t mean they’re leaving you out in the cold. These snow bunnies have hit middle age and they want to make sure they’ll have enough saved in

Read more

11
Dec

The IRS Has “Taken a Spin” At Allowing Higher Retirement Savings Limits for 2018

How You Can Contribute More to Your 401(K) and Health Care Savings Account “Wheel of Finance!” Wow! You nabbed a spot in the 401(k) game! So, why are you still spinning your wheels? You’ve been a contestant for a hot minute and you can’t figure out a way to put more money away for your retirement. Really? Now, don’t expect

Read more

4
Dec

“12 Days” of Holiday Spending Can Save You Money

Ways to Save When You Make Purchases This Holiday Season “Joy to the Wallet!” Well, that’s not what Santa’s elves are saying. Nope. Can you believe that their pockets aren’t all that deep this year? They put in a lot of overtime hours at the workshop and management is still toying around with their checks. Do these guys have a

Read more

11
Oct

How to Get the Best Annuities for Seniors

Ways that Age and Contract Specifics Make a Difference with Annuity Options “Aaaah-ah-ah-ah-aaaah-ah-ah-ah-aaaah!” There you are! We’d know your yell anywhere. Okay, You Tarzan, she Jane and we’ve been trying to hunt you two down to talk about annuities. Got a minute? Cool. First of all, it’s time that you traded in that played out loincloth for some civilian threads. Sure, you’ve

Read more

25
Sep

Why You Shouldn’t be “Sleeping” on the “Beauty” of Annuities

Four Main Reasons Why an Annuity Can Help You in Your Retirement “Zzzzz…” Aurora stop hitting the snooze button and wake up! We understand that you need to get your beauty sleep, but Maleficent is trying to put a curse on your finances. Oh, you didn’t know? Yeah, she still has a serious attitude about not getting an evite to

Read more

13
Sep

10 “Gr-r-eat” Things You Can Get with Your Life Insurance Policy

Little Known Life Insurance Benefits you’re entitled to With Your Plan So, a tiger never changes his stripes? Let’s hope that’s not the case with our boy Tony. He’s a pretty cool cat, but he’s being a Frosted Flake about getting life insurance. Ever since he signed his new contract with Kellogg, he’s become a cereal procrastinator. So, what’s up

Read more

13
Sep

How to Protect Your HSA and Get More Healthcare Savings

Ways to Use Your HSA for Beneficiaries, Dental Costs and Reimbursements “Never say never!” It sounds like sneaky Pete is at it again. Yup, he’s still telling that tale about pirates, fairies and mermaids. Even his sidekick Tinker Bell is backing him up on his cockamamie story. Hmph, Peter Pan has a lot of game if he can get you

Read more

12
Sep

Why a Millennial Should Purchase Life Insurance

The Advantages for a Millennial to Purchase Life Insurance Now “Rapunzel, Rapunzel, let down your guard!” Relax girl, that scissor happy witch is long gone. In fact, she found a stylist in town and now her hair is fried, dyed and laid to the side! Besides, you’re a millennial now. Instead of playing Big Pun in the forest, you should focus

Read more

6
Sep

Getting Life Insurance While You’re Still Alive

Benefits That You Can Get With Your Life Insurance Policy Prior to Death Hey Casper, did you just get ghosted? It looks like you tried to get some info on life insurance and not a single soul will hit you back. Of course not, they can see right through you. Look, we’re not being mean-spirited, but man, you need to

Read more