Financial Guidance
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.
Helpful Content
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
New Retirement Contribution Limits for 2023
A look at the new, record-high retirement contribution limits from the IRS.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?