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1 min read

The Main Street Code for Financial Success

By NAIFA on 3/10/22 11:45 AM

What's your most important financial asset? What's the best way to grow your money tax-free? NAIFA President Larry Holzberg answers these questions and more with Neil Himmelstein on the podcast "The Main Street Code for Financial Success".

Holzberg and Himmelstein discuss the importance of working with a financial advisor and having the right kind of insurance to protect your assets and your family. “[Life Insurance] allows people to maintain their lifestyle, reach their goals, and do the most important thing—love their family,” says Holzberg.

Listen to the Episode Here

Topics: Disability Insurance Long-Term Care Life Insurance & Annuities Financial Planning Podcast Financial Wellness Careers in Financial Services
1 min read

3 Tips on How to Save and Pay Off Student Loan Debt

By NAIFA on 3/4/22 2:45 PM

Are you a young professional planning for your financial future? You may be contemplating how to clear your student loan debt and save more for your retirement. Discipline and commitment will never go wrong when it comes to financial decisions, but having a financial plan is key. Read on for three reliable tips on how you can save and pay back your student loans.

Topics: Retirement Planning Financial Planning Financial Literacy Budgeting
3 min read

Keep From Being Miserable While Living on a Tight Budget

By EveryIncome on 2/28/22 11:53 AM

No one particularly wants to live on a tight budget, but there are times when we need to rein in our spending and pay better attention to where the money is going.

But, you can still live well on a tight budget. There are ways to live your best life while spending less.

Topics: Financial Planning Budgeting
2 min read

No Heirs? Why You Still Need to Have an Estate Plan

By EveryIncome on 2/25/22 2:00 PM

Having no heirs doesn’t absolve you from the need for proper estate planning.

The most avoidable problem is what happens to your wealth if you die without making a will (or dying intestate). When this happens, the state court system decides how to handle your money and belongings.

Therefore, whether you have no heirs or a hundred, the most important element of estate planning remains unchanged: Make a plan. Even a flawed plan is better than none, so consider tackling this task as soon as possible.

Topics: Financial Planning Estate Planning Financial Literacy Financial Security
6 min read

Financing a New Car

By EveryIncome on 2/21/22 3:00 PM

If you’re looking to buy a new car, you will likely need to finance it unless you can pay for it in all cash. Fortunately, there are many options to finance a car, but understanding your options and how they work before you look for a loan is important.

Topics: Financial Planning Financial Literacy
2 min read

Hiring an Estate-Planning Attorney? Look for These 5 Qualities

By EveryIncome on 1/28/22 9:00 AM

Planning your estate can easily feel overwhelming at times. Choosing the right attorney to help you can make a world of difference in easing your stress as you plan ahead.

Topics: Financial Planning Estate Planning
1 min read

Hear Real Life Stories on the Impact of Life Insurance

By NAIFA on 1/27/22 11:28 AM

Join us for a special webinar on Thursday, February 3, 2022, presented by NAIFA-CT's Richard Terhune, a loyal NAIFA member since 2008. The event will feature two real-life stories of the power of life insurance on the lives of families across the country.

Terhune and his client, Sara Mathews Dixon, were selected as recipients of the Life Happens' Real Life Stories program. When Sara's husband died unexpectedly, his life insurance policy protected her and their three children from financial hardship.

Don't miss this impactful and inspiring webinar on February 3, 2022, at 2 pm eastern.

Topics: Life Insurance & Annuities Financial Planning
3 min read

How Careful Tax Planning Saves You Money

By EveryIncome on 1/24/22 10:00 AM

Even just a little tax planning can help save you money when tax time comes. Among other things, tax planning can help you and your accountant or tax advisor evaluate your financial situation in light of the current tax laws.

Below are some basic ideas and strategies you and your tax advisor might use to manage your tax burden.

Topics: Financial Planning Tax Savings Tax Benefits Taxes
2 min read

Why Millennials Need a Financial Advisor

By NAIFA on 1/19/22 10:00 AM

We know that millennials are facing staggering economic challenges. With the high cost of living and low wages, money management can be challenging. That's why it's essential to work with a financial advisor - one who understands your needs and can make sure you're getting the best information for your unique financial situation.

Topics: Financial Planning Financial Literacy
2 min read

Young Person’s Portfolio: Should Income-Focused Investing Be Included?

By EveryIncome on 1/5/22 8:00 AM

You’re young. You’ve got time on your side. Conventional wisdom may say: Invest heavily in stocks. You’ve got many years ahead to ride out any downturns.

Topics: Financial Planning Investing Financial Literacy

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