Finance and Insurance

Finance and Insurance

Personal Finance and Insurance Tool Kit

The foundation of your retirement is a solid personal finance and insurance plan. In fact, it happens to be our specialty. We are here to help you understand retirement planning tools in both finance and insurance. This includes information to help you in making decisions in retirement, as well as before your retire.

Here is the latest and greatest:

These articles focus on Financial Saving Vehicles, Life and Health Insurance Products. If you are looking for Medicare Information, CLICK HERE.

mutual perks by mutual of omaha

‘Mutual Perks’ Announced by Mutual of Omaha

'Mutual Perks' Announced by Mutual of Omaha What are 'Mutual Perks'(SM) = Are they Discounts? Yes, and we like discounts ...
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How To Start Saving For Retirement at 50 +

How To Start Saving For Retirement at 50 +

How To Start Saving For Retirement at 50 + Do you feel like it might be too late to start ...
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Easy Ways to Save Money using the cash budget and envelope method

Cash Budget and The Envelope Method

Easy Ways to Save Money – Cash Budget and The Envelope Method Today, we are talking about the cash budget ...
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easy ways to become debt free before retirement

Easy Ways to Become Debt Free Before Retirement

Easy Ways to Become Debt Free Before Retirement As you begin to think about retirement, you've probably thought about things ...
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what is long term care insurance for senior care

What is Long Term Care Insurance?

What is Long Term Care Insurance? Long Term Care Insurance Polices provide cash to cover the cost of your care ...
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what is Final Expense Insurance

What is Final Expense Insurance?

What is Final Expense Insurance? Final expense insurance is an insurance policy that provides cash to cover end of life ...
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The 7 Best Frugal Living Tips for Seniors

7 Best Frugal Living Tips for Seniors

7 Best Frugal Living Tips for Seniors During various points in our lives frugal living is bound to have a ...
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529 Gift - Perfect Grandparent Present

529 Gift – The Perfect Grandparent Present

529 Gift - The Perfect Grandparent Present One of the best presents a grandparent can give is access to higher ...
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What is a Backdoor Roth IRA Conversion?

What is a Backdoor Roth IRA Conversion?

What is a Backdoor Roth IRA Conversion? The first time I ever wondered, "What is a Backdoor Roth IRA?" was ...
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Roth IRA Contribution Limits for 2019 and 2020

Roth IRA Contribution Limits

Roth IRA Contribution Limits 2019 / 2020 In BOTH 2019 and 2020, your Roth IRA contribution limits are: $6,000 for ...
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What is Disability Insurance by Carly Cummings, licensed agent and creator of Medicare Life Health Co.

What is Disability Insurance

What is Disability Insurance? If you depend on your income or a family member's income to pay for daily living ...
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what is a reverse mortgage by medicare life health

What is a Reverse Mortgage?

What is a Reverse Mortgage? Reverse mortgages can be very intriguing to those that are reaching retirement age. Additionally, they ...
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qualities of a good insurance agent

Qualities of a Good Insurance Agent

The Top 6 Qualities of a Good Insurance Agent What are the qualities of a good insurance agent you should ...
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part time jobs for retired people

Jobs For Retired People

Jobs For Retired People: Supplementing Your Savings to Live Your Best Life + Retire Early? This article, "Jobs for Retired ...
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The New Rules of Retirement Pin

New Rules of Retirement

The New Rules of Retirement Series Retirement is changing, whether you like it or not... whether you are prepared for ...
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Best Retirement Books

Best Retirement Books

The Best Retirement Books For those of you that are near retirement, but not quite there, this is your crunch ...
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What is an IUL Indexed Universal life PIN - Medicare Life Health

What is Indexed Universal Life Insurance (IUL)

What is Indexed Universal Life Insurance (IUL)? Do I Need One? What is Indexed Universal Life Insurance (IUL)? That is ...
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Do I need life insurance in retirement?

Life Insurance in Retirement?

Do I need life insurance in retirement? In retirement, you need a plan that will keep you healthy and happy ...
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Personal Finance and Insurance for Retirement
Carly Cummings
MLH Founder, Carly Cummings

Articles are written by licensed insurance agent Carly Cummings. Mrs. Cummings was also a financial rep (was licensed with FINRA) and an independent agent for a Fortune 500 finance and insurance company.

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