John & the LIFE Team Charity Golf Tournaments Risk Tolerance: What’s Your Style? What to Do When You Lose Your Wallet It May Be Time for a Financial Checkup

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

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

 

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Building Your Legacy

A four-step framework for building a personal legacy.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

View all articles arrow

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

View all calculators arrow

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

View all videos arrow