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
Saving for College 101
Here's a crash course on saving for college.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
View all articles 
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
View all calculators
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Saving for College 101
Here's a crash course on saving for college.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.