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A curated collection of the resources I find most valuable — with a short note on why each one is worth reading or watching.
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Protected by Planning
Racquel Pleasants explains how life insurance was key for her and her children when her husband died at 41.
Getting Wealthy vs. Staying Wealthy
Good investing is not necessarily about making good decisions.
529 Plans: Everything You Need to Know
When saving money for education, 529 plans offer convenience and potential tax benefits. But there are many rules you’ll need to know (and follow).
Love, Loss, and the Gift of Preparation
Steven was a devoted husband, a proud father to five beautiful daughters, and the heart of his family’s business. He never could have imagined that a simple cough would reveal stage four lung cancer. But because Steven believed in planning for the future, his family had the security and stability they needed when life took an unthinkable turn. His love—and his planning—continue to protect them.
Paradise Found
At 68, Linda doesn't have to work. Linda purchased several annuities, which now cover 100% of her current and anticipated monthly expenses. "What appealed to me about annuities was their security and dependability—the peace of mind of not running out of money in retirement," says Linda.
In Good Times and Bad
Asia Schroeder first experienced the power of life insurance when her first husband, Peter, died in the line of duty. Later, she experienced living benefits when her family used the cash value to fund their gym. Throughout her lifetime, life insurance has provided her family with financial support.