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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

Surprises

Making the most of surprises is a great reason to work with us.

Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is a 1035 Exchange?

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.

 

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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