James S Bennett, CLU®, ChFC®, CFP®

Wealth Management Advisor

News

Getting To and Through Retirement

The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement. Watch this short video to learn why.

Save Smarter: The Truth About Your 401K

Don’t put all your eggs in one basket. Get the facts in this free guide.
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Social Security Won’t Be Enough: 6 Reasons to Consider an Income Annuity

Learn how you may be able to save less to meet your retirement income goals, keep up with inflation, and create guaranteed retirement income that never runs out.
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The Greatest Gift: A Plan for Long-Term Care

How planning in advance for long-term care needs can help loved ones.

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These Lesser-Known, Affordable Vacation Spots Will Thrill Your Family

Here are 5 lesser-known, but still amazing vacation spots — and what to do while you’re there.

Here’s What’s in the Republican Tax Plan That Could Affect You

The Republican tax plan would overhaul everything from tax rates and brackets to deductions to the corporate tax rate. Read more.

6 Risks That Can Impact Your Retirement

Make sure your money lasts as long as you do. Learn about the risks that can impact your financial security in retirement. VIEW NOW.

Medicare Simplified: Know your Options, Know your Costs

Find out the key considerations and information to help you select the Medicare options that are right for your needs. Download now.

Social Security Simplified: Select the Right Options to Help Maximize Your Income

Learn the options available that could get you a larger benefit. Download now.

 

 

Changing Jobs? Options for your 401(K)

As you make the move to a new job, consider the options for your 401(k) to make the best decision for your financial situation. Watch now.

Your Guide to Money Management: Budgeting, Debt Management and Starting Your Financial Plan

Learn how to build the foundation of a financial plan that helps you reach your goals. Download now.

Create a Budget in 5 Simple Steps

Get a handle on how much money is coming in and going out each month by creating a budget. Learn the five simple steps to create and follow a budget.

5 Must-Do’s When Saving for Retirement

Learn if you're saving enough and in the right places to meet your retirement goals. Download now.

The Power of Excellent Credit

Learn the financial impact of "good" vs."excellent" credit. Download your guide.

How do you know what investments are right for you?

Learn five critical questions you need to answer to build the right strategy for your financial plan.

Is Your Retirement Savings Plan Flexible?

Get flexibility in how you save for retirement and when it’s time to take withdrawals. Learn which savings tool can provide options in this short video.

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Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

Finances in Your 30s: A Start-to-Finish Guide

From saving for your first home to investing in your future. Read more

Money and Marriage A Guide to Combining Finances

How to tackle everything from joint bank accounts to budgeting to taxes. Read more

 

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