Tag Archives: insurance
Discussing finances with your family: Ideas and inspiration
TALKING NOW CAN SAVE HEARTACHES AND HEADACHES LATER. “How will we manage the bills while Dad is in assisted living?” “Have you designated a durable power of attorney?” “Where does Mom keep her will?” “Has anybody found the key
Millennials: Are you a financial grown-up?
– By : Lisa Kiplinger , USA TODAY / Date : 03-Oct-16 Believe it or not, the eldest of the Millennials are getting ready to turn 35. There’s no denying it: You’re truly grown-ups, getting married, having kids and firming
A Victory Every Day with Rick Paulsen. Webinar
About Rick Paulsen Rick Paulsen joined NYL in 1982. Rick has qualified for Council 32 consecutive years in a row, qualifying for Chairman’s Council 30 times, and Chairman’s Council 9 times. Rick was the 2008 Council Vice President and 2012
AMERICA’S UPPER MIDDLE CLASS IS THRIVING
The middle class may be feeling squeezed, but the upper middle class is enjoying good times. The upper middle class grew to 29.4% of the population in 2014, up from 12.9% in 1979, according to a new Urban Institute report.
ARE YOU PREPARED FOR NEW OBAMACARE TAX FORMS?
For tax year 2015, millions of Americans will be getting a new tax form related to health care reform measures. Will you know what to do with yours when it arrives? The Affordable Health Care Act, colloquially known as “Obamacare,”
STABILITY AND LIQUIDITY: MONEY MARKET MUTUAL FUNDS
During the late 1990s, money market mutual funds offered an annual return of around 5% (see graph). This made them attractive to investors, including retirees and pre-retirees who wanted to preserve principal while earning a modest return. After an uptick
YEARLY CONVERTIBLE TERM
Affordability is key. Yearly Convertible Term is temporary life insurance protection at an affordable initial premium. This type of policy is renewable each year, which means you may renew the policy annually (until the expiry age which varies by state)
USING LIFE INSURANCE TO RETAIN MVPS
Employee turnover is increasing as the economy and job market continue to improve. As a result, 63% of companies now say that employee retention is a top concern, and about half of all employers report a lack of skilled applicants