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  • About
  • Insurance
    • Home & Property
    • Auto & Motorsports
    • Life
    • Healthcare
    • Business
    • Login to Your Account
  • Financial Services
    • Wealth Management
    • IRA Accounts
    • 401(k) Rollover
  • Estate Planning
  • Blog
  • Quote
  • Contact

Archives

Tag Archives for: "financial planning"
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By Bruce Porter
In Ozarks Live
Posted October 27, 2020

The Dreaded Long-Term Care Conundrum

What Would You Give Up To Pay for Long-Term Care? Have you ever thought about what it might mean to you, financially, if you or someone you love needed to move into a long-term care facility?  [...]

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By Bruce Porter
In Ozarks Live
Posted July 28, 2020

7 Ways to Manage Money in Troubled Times

7 Ways to Manage Money in Troubled Times During the pandemic, there are many policies changing everyday.  The world is in an uneasy place and many people feel uncertain about how to best manage [...]

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 Complementary Booklet: Protect Your Retirement Savings During a Recession 2020
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By Bruce Porter
In Retirement, Financial Planning, IRA
Posted June 10, 2020

Complementary Booklet: Protect Your Retirement Savings During a Recession 2020

The COVID-19 pandemic is having far-reaching economic consequences for people from all walks of life. From stock market volatility to rising unemployment1 to declining GDP2, economists are [...]

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 Nearing The Retirement Summit In These Challenging Times?  Answer These 4 Fail-Proof Questions First!
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By Bruce Porter
In Financial Planning, Retirement
Posted May 26, 2020

Nearing The Retirement Summit In These Challenging Times? Answer These 4 Fail-Proof Questions First!

Nearing The Retirement Summit During These Challenging Times? Answer These 4 Fail- Proof Questions First! As you near retirement are you thinking of a permanent vacation?  How about the chance to [...]

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1
By Bruce Porter
In Ozarks Live
Posted October 11, 2019

Should I Pay For A Guaranteed Lifetime Income Rider?

Should I Pay For A Guaranteed Lifetime Income Rider? Have you ever bought something and you didn’t understand how it worked?  No, why would I buy something I didn’t understand??  WELL– Do [...]

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 Long-Term Healthcare- A Crisis In America?
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By Bruce Porter
In Insurance Advice, Financial Planning, Retirement
Posted July 1, 2019

Long-Term Healthcare- A Crisis In America?

Long-term Healthcare – A crisis in America? Let’s face it, you’re getting older.  There’s no way around it and no way to avoid it. The time to start planning is now! Long-term Healthcare is [...]

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By Bruce Porter
In Ozarks Live, Financial Planning, Insurance Advice, Productivity, Tips
Posted May 13, 2019

Diversify Your Savings: Stocks, Bonds, Variable Annuity, and Bank CDs

Diversify Your Savings: Stocks, Bonds, Variable Annuity, and Bank CDs It’s been said that saving all of your money in one place can be a very risky strategy. Spreading your money out, [...]

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By Bruce Porter
In Ozarks Live, Financial Planning, IRA, Productivity, Tips
Posted February 21, 2019

Purchasing A Home Using Your Roth IRA

Purchasing A Home Using Your Roth IRA So you are thinking of buying a new house.. Congratulations! Now that you’ve decided to take this step, you have to ask yourself how you will pay for [...]

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By Bruce Porter
In Ozarks Live, Financial Planning, Productivity, Retirement
Posted December 11, 2018

The Rule Of Thumb For Retirement Income

The Rule Of Thumb For Retirement Income Ah, Retirement. Such a big milestone that all of us look forward to reaching one day. When most people think about their future retirement, it probably [...]

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By Bruce Porter
In Ozarks Live, Tips
Posted August 23, 2018

How To Avoid Internet Fraud And Scams

How To Avoid Internet and Telemarketing Fraud or Scams The FBI began battling fraud in 1908, mostly for bankruptcy or accounting frauds.  One case we came across called “The Lady with the [...]

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417-882-1800

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