INSURASALES

Tag: Financial Planning

National Life Insurance Awareness Month Highlights Critical Financial Protection Gaps

National Life Insurance Awareness Month sheds light on widespread financial vulnerabilities due to underinsured families and promotes affordable, tailored life insurance solutions from Amica Insurance.

Declining U.S. Financial Confidence Highlights Growing Need for Retirement Planning

The 2025 Allianz study shows falling financial confidence among Americans, emphasizing the critical role of financial professionals in personalized retirement planning amid market uncertainty and economic challenges.

CFP Board Survey Highlights Financial Risks of Online Misinformation

CFP Board survey reveals risks of financial misinformation online causing costly mistakes, especially among younger Americans, highlighting the role of financial professionals in guiding consumers.

Financial Planning Strategies for Medical Residents with Young Families

Explore financial strategies tailored for medical residents raising families during training, including insurance needs, loan management, and budgeting tips.

Addressing Life Insurance Gaps in the U.S. Sandwich Generation

Explore the life insurance challenges and needs of the U.S. sandwich generation balancing multigenerational care, and how insurers can improve solutions and education.

Health Insurance Costs Require Careful Planning for U.S. Retirees

Explore essential strategies for U.S. retirees to manage rising health insurance costs, Medicaid options, COBRA coverage, and ACA subsidies to secure financial stability in retirement.

Evaluating the Long-Term Value of Bundled Home and Auto Insurance Policies

Explore expert insights on the benefits and limitations of bundling home and auto insurance policies. Understand why evaluating long-term coverage quality and costs is essential for insurance decision-making.

Americans Spent $90B on Social Media Shopping, Sparking Buyer Regret and Fraud Concerns

U.S. consumers spent $90.6 billion on social media shopping last year, with high rates of buyer regret and reports of scams prompting calls for financial awareness and fraud prevention measures.

TD Bank Survey Shows Growing Trust in AI for Financial Services

A TD Bank survey finds increasing American trust in AI for financial services, highlighting benefits and concerns in banking technology adoption.

OBBBA's Impact on US Insurance, Taxation, and Early Retirement Planning

The One Big Beautiful Bill Act revises Medicaid, ACA subsidies, SALT deductions, and senior tax benefits, impacting US insurance coverage and early retirement strategies. Explore key insurance and tax planning implications of OBBBA for financial independence.