Resources

Whether you’re a widow, a business owner, or a professional afraid to face retirement, I have various resources here to get your started.

If you’re ready to go deeper, schedule a call with me on my calendar. 

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Diversifying with Market Caps

The U.S. stock market struggled in 2022, with the S&P 500 index ending the year down 19.4%.1 The S&P 500, which includes stocks of large U.S. companies, is generally considered representative of the U.S. stock market as a whole, and it is a good benchmark for...

Rescuing America’s Safety Net

A March 2023 survey found that more than 90% of Americans worry about the Social Security program, and about half of those said they worry a great deal.1 A separate survey the same month found that more than 80% of Americans worry Medicare will not be able to provide...

What Is Last-Survivor Life Insurance?

Last-survivor or second-to-die life insurance covers two lives under one policy. The death benefit is paid after the second person covered under the policy dies. Generally, premiums continue to be paid after the first insured dies. However, this type of policy may...

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What Is Property and Casualty Insurance?

Property and casualty insurance is specifically designed to help protect your possessions from theft or destruction and your assets from being depleted through disaster or litigation claims brought against you. The property side of a policy insures physical items,...

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