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
Surprises
Making the most of surprises is a great reason to work with us.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How to Make the Tax Code Work for You
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.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Supporting Local Business In a Crisis
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Emerging Market Opportunities
What are your options for investing in emerging markets?