P.S. I LOVE YOU

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Posted on 7th February 2014 by Rita in Life Insurance |TERM Life Insurance |WHOLE LIFE Insurance

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Awe Valentines Day! A wonderful opportunity to celebrate those you love. And not just your significant other. Include the whole family in this fun and celebrate those you love. There are so many ways to make small or big gestures of heartfelt fun on this occasion. Valentines gifts bring smiles and joy to those who mean the most to you.

Traditional Gifts are in abundance: Cards, Love Letters, Sweet Treats and Games. Or how about Romantic Dinners, Jewelery and Trips to celebration your love. There are even some fun (more…)

Newlyweds Financial To Do List

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Posted on 24th July 2013 by Rita in FREE Consumer Guides

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newlywed financial to do list

There are many details newlyweds need to tend to after the wedding excitement dies down. Since the majority of newlyweds are combining households and finances a financial to do list is a must. Below you will find a list for this task, you can also click on the image (left) if you would like to print it out.

Change Beneficiaries: If you want your spouse to own these assets should something happen to you It would be wise to go through all of your insurance policies (LIFE, health, auto, home owners), investment accounts, savings accounts, 401(k) plans, IRAs, and any other accounts and (more…)