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
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
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.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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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
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
When Markets React
When markets shift, experienced investors stick to their strategy.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?