by Matt McClure | Jun 19, 2024 | Life, Matt McClure, Protection/Income, Wealth
Clients’ financial priorities might be evolving as a recent LIMRA and NAILBA survey reveals that distributors in the life & annuity space overwhelmingly expect life insurance sales to surge past annuities in 2024. This trend suggests a potential shift...
by Matt McClure | Jun 19, 2024 | Accumulation & Retirement Income, Matt McClure, Wealth
Inflation affects Americans’ retirement savings, reducing contributions, increasing debt, and withdrawals from retirement accounts. Although inflation has decreased from its high in 2022, recent studies highlight the financial challenges faced as Americans...
by Matt McClure | Mar 12, 2024 | Asset Management/Advisory, Matt McClure, Wealth
The internet is a double-edged sword for financial education. While readily accessible and full of valuable resources, the web is also littered with unvetted content, inaccuracies and scams, leaving many feeling overwhelmed and confused. Register to read entire...
by Matt McClure | Jan 31, 2024 | Matt McClure, Protection/Income, Wealth
As our clients enter the decumulation phase of retirement — when they begin drawing from a lifetime of investments — their focus shifts from accumulating personal savings to ensuring they have enough money to cover their living expenses. This transition can be a...
by Matt McClure | May 10, 2023 | Asset Management/Advisory, Matt McClure, Wealth
A teenager once sat in Algebra class wondering why he had to learn what seemed like very complicated concepts. For the life of him, he couldn’t ever imagine a career in which he would need to know the intricacies of prime factorization, polynomials, quadratic...