Our goal at LIFE Financial is to provide you and your family with the essentials needed in the insurance and financial services market.
We strive to provide the most current products in both industries and to provide service to your needs in a timely and efficient manner.
Let us educate you about your alternatives and assist you in implementing the appropriate solutions so you can make the right decisions for LIFE.
At LIFE, we pride ourselves on crafting unique, customized insurance and financial services solutions based on your individual needs. Contact us today to get started.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
If you find it hard to attain personal life goals, there’s an app for that!
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
A bucket plan can help you be better prepared for a comfortable retirement.