Brandon McCormick

Life insurance is an important part of a comprehensive financial plan. Here are 7 things you should know about it. As we get into summer, many folks are looking forward to getting away. While making memories that last a lifetime is important, it’s also important to plan and budget wisely so that those memories do not come at the expense…

It’s back to school season—a perfect time to think about your children’s future. Parents and grandparents should start planning for college costs as early as possible. As we get into summer, many folks are looking forward to getting away. While making memories that last a lifetime is important, it’s also important to plan and budget wisely so that those memories…

We’re here to help clear up some of the confusion about annuities during Annuity Awareness Month, which happens each June! In the first quarter of 2024, U.S. annuity sales were $106.7 billion, the highest first quarter total since the 1980s, when LIMRA first started tracking annuity sales. Despite these high sales numbers, research indicates that many people don’t really know…

Sequence of returns risk can put your retirement portfolio in jeopardy, but what is it, and how do you fight it? We get it. Retirement can be scary. We know this because it’s our job to help our clients plan for and seamlessly transition into what should be one of the most rewarding times of their lives. What we often…