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Whole life or not whole life: that is the life insurance question – Part 5

Part 5: Contemporary trends In Part 4 of this series, we discussed the creation of new products, to reach out to new classes of consumers. In Part 5 we will discuss contemporary trends. Here are some highlights from Think Advisor:… Read More

Whole life or not whole life: that is the life insurance question – Part 4

Part 4: Companies develop products for everybody In Part 3 of this series, we discussed the formation of the modern insurance carrier. These were almost exclusively mutual companies, owned by policy holders. In Part 4 we will discuss the creation… Read More

Married and Deployed: How to Manage Finances During Deployment

by Tracy Latona | Deployments are a time of stress, anxiety, and frustration. Let’s face it; your whole world is turned upside down, and no amount of training can prepare you for the field. It’s hard on both the soldier… Read More

October Budget Items

I like big budgets and I cannot lie… by Amy Greene | It’s already October! How did that happen? I’m not sure about you, but September flew by and here we are, Oct. 1st!. And we know what that means….… Read More

The Shift

By Angie Carlson | For a period of time, I was doing all the things. Being consistent. Showing up. Serving. Yet it felt like NOTHING was happening. With my life. With my money. With my relationships. With my business. It… Read More

Whole life or not whole life: that is the life insurance question – Part 3

Part 3: The modern insurance carrier In Part 2 of this series, we discussed the formation of the corporate structure for providing insurance. This structure made it easier for interested parties to pool resources and spread the risk, thus making… Read More

It’s like childbirth

by Amy Greene | Have you ever felt like you didn’t fit in? I have. I grew up with my parents driving older cars. My father is a mechanic and would keep them running long after most people would even… Read More

Whole life or not whole life: that is the life insurance question – Part 2

Part 2: The corporate structure In Part 1 of this series (CD – insert link), we discussed how fraternal societies formed to indemnify families against the loss of a financial provider. This “coverage” was “permanently” available since it was not… Read More

Navigating The Second Retirement: Civilian Retirement!

by Tracy Latona | Retirement…You’ve done it once through the military, which was an incredible and honorable feat! This time around, in the civilian world, the emotions feel a little bit different. Perhaps there’s a feeling of anticipation, or maybe… Read More

15 Year Goal Done In Under 7 Years

by Angela Carlson | Leif (my husband) and I never dreamed in 2017 we’d be at this point.What happened in 2017?We decided we didn’t like our financial situation and chose to change it.We made a list. Pay off all consumer… Read More