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Financial Planning

Information to help you set and reach your financial goals

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Is life insurance taxable?

The answer is -- it depends. Many people ask about life insurance and taxes. Let’s answer a few of the most common questions asked about taxes and life insurance.

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5 reasons to consider life insurance in your 60s

You might think that life insurance is a luxury you don’t really need once you hit your 60s. But having the support of a life insurance policy may help your family pay bills and daily expenses after you’re gone. Learn more.

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Why should I buy any insurance anyway?

If you have enough of the right kinds of coverage, insurance could provide financial security to you and your loved ones. Many types of insurance coverage are available — here's a brief overview. 

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End-of-year financial planning tips

Interested in starting some end-of-the-year budget planning but unsure where to begin? Here are five strategies you can use to head into the new year set up for success.

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Ten reasons to consider life insurance in your 40s

Think you’re too young to consider life insurance? Think again. Even people in their 40s can get a lot out of life insurance. This coverage can help keep your family comfortable after you pass.

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How to have hard discussions about needing life insurance

Talking about life insurance with loved ones can be difficult. Here are some tips you can use to start the discussion and make picking a good plan possible.

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Can I use life insurance to help me save for retirement?

You probably know that life insurance pays money to your loved ones after you die. (It’s called a “death benefit.”) But some types of life insurance can also give you money to use while you’re still alive. They build what’s known as “cash value.” One of the possible uses for that money is as retirement savings.

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Life insurance when you're young

It’s tempting to put off buying life insurance when you’re young, especially if you’re just starting out and money is tight. But there are two good reasons to buy life insurance now instead of waiting.

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Life insurance through your workplace

Sometimes, when you take a new job, you are offered life insurance through your employer as part of an employee benefits package. If you’re given this chance, it’s often a good idea to accept that coverage. But here are some things to keep in mind.

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Protecting your loved ones with life insurance

The purpose of life insurance is to help you protect your family financially after you pass away; life insurance can help to cover funeral expenses, mortgage payments, car payments, and more. This article is designed to help you decide what kind of life insurance you need and how much to buy.

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