One of my families is an elderly couple. The wife is 73 and the husband is 64. They work full time, five days a week…
As people lose their jobs, transition to new careers, retire or keep their money in a bank savings/CDs etc., they are often left with 401K plans, 403Bs and other investment…
Recently I met with a client who wanted me to help with her life insurance and investment plan. She wasn’t quite sure what type of life insurance…