EXPERT CORNER

Tax-Free Retirement Strategy

Tax-Free Retirement Strategy

National Life Group
Published on: 13/03/2025

Explore how permanent life insurance can provide tax-free retirement income, financial protection, and access to funds during illness or disability. Learn how it compares to a Roth IRA and how both can work together for a secure future.

Tax-Free Retirement Strategies
Women and Financial Independence: The Growing Need for a Tailored Approach

Women and Financial Independence: The Growing Need for a Tailored Approach

Shannon Stophel, CFP®
Published on: 10/03/2025

Women are taking control of their financial futures, yet unique challenges like the wage gap, longevity, and rising healthcare costs impact their retirement security. Learn why a tailored approach is crucial for women’s financial independence and long-term stability.

Financial Freedom
Love & Money: A 6-Step Guide to Building Wealth as a Couple

Love & Money: A 6-Step Guide to Building Wealth as a Couple

Trevor Mann
Published on: 24/02/2025

Love and money go hand in hand! Strengthen your relationship and your finances with this 6-step guide to building wealth as a couple. From budgeting to investing, learn how to align your financial goals and grow together—both in love and wealth.

Wealth Building
5 Steps To Creating A Monthly Budget

5 Steps To Creating A Monthly Budget

Shannon Stophel, CFP®
Published on: 24/01/2025

Take control of your finances with this simple 5-step guide to creating a monthly budget! Learn how to track income, categorize expenses, set realistic goals, and build a plan that helps you save while still enjoying life. Start your journey to financial wellness today!

Budgeting