Journey to Financial Fitness

Journey to Financial Fitness

When it comes to financial fitness, we are all on a journey that encompasses many small steps. Several of these may seem obvious, like having a budget, buying life insurance, or saving for retirement. But financial fitness also includes our health. Surprisingly, how...
Life Insurance Awareness Month

Life Insurance Awareness Month

Life Insurance is a scary subject.  Why?  Because it means we have to talk about the inevitability of death.  But here’s why it’s important to talk about it. How many times have we been invited to a plate sale to help support a family who unexpectedly lost a loved...
Fed Pauses As Expected But Tightening Still On The Schedule

Fed Pauses As Expected But Tightening Still On The Schedule

The Fed kept policy steady on Wednesday while signaling it views another rate hike is likely as soon as September. At a two-day meeting that ended Wednesday, the Fed voted unanimously to keep its benchmark federal-funds rate in a range of 1.75% and 2%. In a statement,...
Last-ditch effort by AARP, states to save fiduciary rule fail

Last-ditch effort by AARP, states to save fiduciary rule fail

In a last-ditch effort to keep the fiduciary rule alive, AARP and State Attorneys General filed separate motions to intervene in the case last Thursday, April 26th. The Fifth Circuit Court of Appeals has denied motions by the AARP and State Attorneys General of...
Key Findings for the 2018 insurance barometer study

Key Findings for the 2018 insurance barometer study

Each year Life Happens and LIMRA join forces to get the latest and greatest information about what… consumers are thinking when it comes to their financial concerns as well as what insurance coverages they do or don’t have—and why! And that’s just the start. The...
AARP, States Seek Rehearing to Keep DOL Rule Alive

AARP, States Seek Rehearing to Keep DOL Rule Alive

In a 2 to 1 decision, the Fifth Circuit struck down the DOL rule in mid-March, agreeing with the plaintiffs that the department overstepped its boundaries in creating the rule. The DOL itself has until April 30th to appeal the court’s decision but there’s been no...