Planning for the Future: Life Insurance Options
Do You Have an Emergency Fund?
Purchasing a life insurance policy is an investment many people evaluate during the estate planning process. In the event of one’s death, a life insurance policy is a safety net that ensures their loved one’s future financial obligations will be met, covering items such as funeral costs, outstanding debt, estate taxes and everyday living expenses. Read More →
Saving the Day with an HSA – An Intro to HSAs [Video]
If you had an unexpected emergency expense of $400, would you be able to pay for it? If your answer is no, you’re not alone. Forty-six percent of Americans said they would have difficulty with an emergency expense of $400.¹ Furthermore, 140 million Americans have little or no savings at all.² With an emergency fund Read More →
Check out this video from Health Equity to learn the basics of one of the fastest-growing employee benefits – the Health Savings Account – and how it can be the super hero of your financial planning. Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC, Summit Group Read More →