Stark Financial Group

After an accident left Brigitte unable to work, her individual Disability Income insurance policy helped provide much-needed income — and a diploma. Learn more.

Brigitte's Story When she left home that day, Brigitte Jameson had no idea how much her life would quickly change. To help start the DI conversation, share this MassMutual DI claim…

A recent Supreme Court ruling has changed how life insurance proceeds could impact the value of your business for estate tax purposes. Let’s discuss what this could mean for you and your business.

Business owners: Check your buy-sell agreement | MassMutual The tax treatment of life insurance proceeds in buy-sell agreements is changing, thanks to the Supreme Court.

Building a portfolio that produces enough passive income to cover expenses without cutting into savings? That’s a goal everyone should have. Let’s talk through various strategies, like annuities, that can help.

How to live off interest only in retirement | MassMutual If you wish to pay the bills with your earnings, without invading your principal, you’ll need sufficient savings — and a plan to offset inflation.

69% of business owners say that keeping key employees loyal is a top priority. I can help you put the right insurance plan in place to retain your best team members.

Source: MassMutual’s “Business Owner Perspective” Study, 2022.

Regardless of when you plan to retire, we can start planning for your retirement goals today with the guaranteed lifetime income of an annuity. Let's connect.

www.massmutual.com

Investing isn’t just about the proper allocation to stocks, bonds, and cash. It’s also about careful estate and wealth transition planning. Let’s discuss your plans to help ensure they meet your family’s needs.

Estate planning: 6 big mistakes that can cost you | MassMutual An estate plan can protect your assets, interests and beneficiaries, provided you avoid costly mistakes pertaining to your trust, will, ownership and more.

What’s ahead in life and how can you plan for it? Your strategy should be as unique as you. Let’s talk about how laddering may fit in.

Life insurance: The ladder strategy approach | MassMutual Laddering life insurance means buying different kinds of policies at varying lengths and times to serve specific functions and address particular risks.

Many retired Americans are returning to the work force, fearing they will run out of money in retirement. Let’s talk through your situation and see if an annuity can help you secure guaranteed retirement income for life.

Are you a business owner looking for ways to retain your key employees? Learn more about section 162 plans and how they can help build an attractive compensation package.

What is a Section 162 executive bonus plan and how does it work | MassMutual Executive bonus plans (Section 162 plans) use life insurance benefits to entice and keep key employees at your company.

Market volatility could have a potential long-term impact on your retirement. You can’t predict downturns, but you can prepare for them, and reduce their impact.

MassMutual | Retirement Planning | Market Risk and Your Retirement Market volatility could have a potential long-term impact on your retirement. While you can't predict market downturns or how long they will last, you can pr...

Annuities are a great way to save for your retirement, but value can they offer for younger investors? Let’s go over your plan and see if an annuity makes sense for your goals.

Annuities and age: What's too young? | MassMutual When to purchase an annuity depends on your risk tolerance and long-term financial goals.

Travel, weddings, buying a new home. Spring is a time when you may have an increased need for liquidity. I can help you consider your options, from asset allocation to lending strategies. Let's connect.

Even if you are covered by disability income insurance through your employer, the level of income protection it provides may not be enough. Let’s make sure you’re protected.

You have your sights set on the future — sending the kids to college, retirement, leaving a legacy... a steady investment strategy can help you get there.

How you can win with a steady, long-term investment strategy | MassMutual A consistent, diversified investment strategy can help you reach your goals. Get information from MassMutual.

You insure your home, car, and jewelry. So why not you insure the asset that pays for them? Let’s talk about the importance of protecting your income with disability income insurance. Contact me today.

Is inflation morally wrong? Workers think so. Economists disagree.

When it comes planning for retirement income, a managed withdrawal strategy may no longer be sustainable. Let’s talk about how an annuity can provide peace of mind by generating retirement income for life.

For some, “Get life insurance” stays on the to-do list because they think it’s just too expensive. Let’s talk about a strategy to help get the coverage you need within your budget.

fieldnet.massmutual.com

From joint accounts to wealthier friends – why is money so hard to talk about? Money is always the elephant in the room – but we can all benefit from a frank conversation.

3 Road Rules You Don’t Want To Ignore Here are three common violations of the law that cannot simply be dismissed as, "Sorry officer, I didn’t know," or "Hang on, everyone else is doing it."

Contributing to retirement plans and offering insurance benefits can go a long way toward loyalty. Contact me to learn about your options.

Interest Rates: Different Types and What They Mean to Borrowers An interest rate is the cost of debt for the borrower and the rate of return for the lender. When you take out a loan, you are expected to pay the entity lending you money something extra as compensation. Likewise, if you deposit money in a savings account, the financial institution may reward you b...

Widowed Before 40 and Coping With the Financial Consequences “My life as I knew it changed in an instant,” said Brougham, now 46. “My future as I imagined was stolen. Grief changes your brain chemistry. It changes how you think, how you interact with others, how you work. It literally changes every single thing about your life.”

Disability income insurance should be part of your holistic financial plan. Let’s talk about getting you the coverage that fits your needs and budget while protecting the ones you love.

Do the GDP and Dow Reflect American Well-Being? The standard ways of measuring economic growth don’t capture what life is like for real people. A new metric offers a better alternative, especially for seeing disparities across the country.

Investors Are Growing Wary. 6 Rules for a Nervous Stock Market. Show me, don't tell me—it's the new mantra for the stock markets. The recent price volatility, which saw market-leading stocks tumble, has changed investor sentiment just as earnings season is accelerating and putting a question mark over stock valuations.