by amargioras | Mar 13, 2024 | Uncategorized
Securing Your Legacy: The Importance of Naming a Successor Owner in Your Life Insurance Policy Recently I was working with a client and, unfortunately, his spouse passed away. Unknown to my client, his wife was the sole owner of several life insurance policies. The...
by amargioras | Feb 14, 2024 | Uncategorized
The Emotional Side of Retirement—from the Outside Looking in As a person whose career is helping other find success in retirement, I understand that it’s not just about numbers; it’s a profound life transition that brings with it a range of emotional and...
by amargioras | Jan 3, 2024 | Uncategorized
Kickstarting Your Retirement Planning for 2024: A Few Pointers It’s the new year—are you ready to dive into securing your future? Planning for retirement might sound overwhelming, but think of it as setting sail towards a life you’ve always dreamed of. Imagine...
by amargioras | Dec 1, 2023 | Uncategorized
Gratitude and Reflection on the Gifts of 2023 As we reach December, reflecting on the past year is an integral part of preparing for the approaching one. 2023 has been a year filled with invaluable lessons, growth, and moments that have reshaped not just my life, but...
by amargioras | Nov 1, 2023 | Uncategorized
Fourth-Quarter Financial Tips Let’s discuss some of the common tips and guidance for managing your finances during the fourth quarter. The fourth quarter of the year is crucial for many individuals and businesses as they prepare for year-end financial activities and...
by amargioras | Oct 10, 2023 | Uncategorized
The Importance of Life Insurance and Reasons to Review Your Coverage September is Life Insurance Awareness month and a great time to discuss why life insurance is a vital component of a comprehensive financial plan. Having the right coverage will provide financial...
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