Brian S Bond - Bankers Life Agent and Bankers Life Financial Representative

Catch-up contributions allow people 50 and older to make additional contributions to tax-advantaged retirement accounts above the standard contribution limits. Learn more here:

Bolster Retirement Savings after 50 with Catch-Up Contributions If you're over 50, you can maximize retirement savings with catch-up contributions. Learn how they can help secure your financial future.

are the top users of “Buy Now Pay Later” services, including for necessities like groceries and bills. More on this topic in this article from Nerd Wallet.

2024 State of Consumer Credit Report - NerdWallet New credit and debt data reveals many Americans are paying late fees on bills and using credit to cover the costs of necessities.

Taking advantage of delayed retirement credits may increase your monthly Social Security check. Here's what to know.

What Are Delayed Retirement Credits?

Learn four reasons to work with a Financial Advisor in this blog, then send me a message to set up an appointment.

4 reasons to work with a financial professional - Bankers Life Blog Would you face a serious medical diagnosis without the expertise of a doctor, or a complex home repair without the knowledge of a skilled tradesperson? Is it time for you to get the financial help that you need? Check out these four top benefits of working with a financial professional!

44% of Gen Z and Millennial consumers are using credit cards to pay for things they just can’t afford. Whether timing, income, or a need for more organization, I’d love to support you as you think through the best ways to invest and spend!

2024 State of Consumer Credit Report - NerdWallet New credit and debt data reveals many Americans are paying late fees on bills and using credit to cover the costs of necessities.

Don’t let your checks fall victim to check washing fraud. Find preventative steps in our latest article:

Check Washing Fraud: How to Protect Yourself - Bankers Life Blog Last year, more than $10 billion was lost to fraud. With rising financial scams in the United States, Americans want to protect themselves and their Check washing fraud accounts for $1 billion in losses each year. Let's explore how check washing scams occur and how to prevent them in the future.

Did you know most Americans want their advisors to demonstrate emotional intelligence? Selecting your advisor isn’t only about numbers or solutions, but partnering with someone who can confidently help you meet YOUR unique goals.

Send me a message to see how I can help!

Americans value emotional intelligence from advisors The majority of Americans (74.7%) agree that it’s important for advisors to demonstrate emotional intelligence both with their clients and themselves.

The back-to-school season is a perfect time to check in with your child’s college savings. Are you on track to help set them up for success? If you need guidance on this or any other financial goal, I’m here to help! Through our wealth management solutions, I can help you build a customized strategy to provide potential long-term success. DM me to learn more.

Whether I’m meeting my clients across the kitchen table or virtually, I take pride in catering to their personalized needs and preferences. You can rest assured I’ll introduce you to financial solutions that are appropriate for you and your family and that address your concerns. Message me to schedule a meeting!

Are you ready to build and protect your wealth? I’d be happy to provide you with a free assessment of your personal situation. Send me a message to get started!

Learn what RMDs are and why they’re important if you have tax-deferred, qualified retirement accounts.

A Simple Guide to RMDs for Retirees Demystify required minimum distributions (RMDs) with this easy-to-follow guide. Learn when to start, how to calculate, how to avoid penalties, and more.

“Retirement is arguably the single largest purchase people make and very few have the opportunity to experience what it might be like beforehand.”

Check out this article for 9 ideas on how to take your dream retirement for a test drive and contact me to learn how I can help you track toward your financial goals.

9 Ways For Boomers And Gen-Xers To Test-Drive Their Retirement Plans Gen-Xers and young Boomers see retirement on the road ahead. Here's how to take retirement for a test drive and reduce the chances that your buy is a lemon.

Making a plan for long-term care can help secure the care you need with the flexibility & independence you deserve. Contact me to learn how to protect your preferred care needs!

Make a Plan for your Long-term Care | Bankers Life Nancy and Dan work hard to stay on track with their retirement planning and are looking forward to retiring once their children finish college. Nancy recentl...

Are health concerns holding you back from making the jump to retirement? Learn more about how to make the retirement transition here:

Moving from Retirement Accumulation Phase to Distribution Phase: 4 Tips to Know - Bankers Life Blog After years of saving, you’ve suddenly realized you’re inching closer and closer to retirement. You’ve checked all of the boxes, taken advantage of your Read through four tips to overcome the fear of tapping into retirement assets in our latest article. Master the mental transition to retireme...

By carefully assessing your investment goals, I can help you determine the most effective way to achieve your objectives. Let’s connect and build a plan that can help you feel confident about your financial future.

Did you know that professional financial advice can increase your returns by about 3% per year? Contact me for a free assessment of
your situation and to learn how I can help take the pressure of investing off your plate.

What Is A Retirement Financial Advisor? | Bankrate A retirement financial advisor can help you get your financial life in order as you prepare for retirement and during your golden years.

Celebrate the Fourth of July by taking steps to improve your financial freedom! Contact me to learn how Bankers Life can help you build a plan that helps provide security and peace of mind—so you can take in all the joys of retirement.

Have you heard of the decumulation paradox? If you are struggling to spend your retirement savings, it may be affecting you. Learn more here:

Moving from Retirement Accumulation Phase to Distribution Phase: 4 Tips to Know - Bankers Life Blog After years of saving, you’ve suddenly realized you’re inching closer and closer to retirement. You’ve checked all of the boxes, taken advantage of your Read through four tips to overcome the fear of tapping into retirement assets in our latest article. Master the mental transition to retireme...

Many everyday consumers may feel overwhelmed by the wide array of investment options available. As a Financial Advisor with Bankers Life, I’d appreciate the opportunity to guide you through the investment process and provide recommendations based on YOUR goals.

Summer doesn’t have to mean sacrificing your financial goals! Let’s meet today to talk about your wealth-management, budgeting, and investment needs, to set you up for success now and later!

Managing significant wealth involves more than just investments. As a Financial Advisor with Bankers Life, I can provide comprehensive, holistic services to help you meet your financial and retirement goals. Message me today to set up an appointment.

What It Means to Be Regulated by FINRA Have you ever wondered who protects investors—and how? FINRA, the Financial Industry Regulatory Authority, is a not-for-profit organization authorized under the federal securities laws and registered with the Securities and Exchange Commission (SEC). Alongside the SEC, FINRA oversees U.S. member b...

Have you ever wondered who protects investors—and how? If you invest, it can pay to know about FINRA, the Financial Industry Regulatory Authority. Learn more here.

What It Means to Be Regulated by FINRA Have you ever wondered who protects investors—and how? FINRA, the Financial Industry Regulatory Authority, is a not-for-profit organization authorized under the federal securities laws and registered with the Securities and Exchange Commission (SEC). Alongside the SEC, FINRA oversees U.S. member b...

As a financial professional, I see firsthand the financial impact that Alzheimer’s and all other dementia have on my customers, their families and their caregivers.

In honor of , I honor everyone impacted by Alzheimer’s and raise awareness for families facing the disease. CNO Financial Group and Bankers Life have proudly supported the Alzheimer’s Association for 22 years!

Older Americans scored 12% out of a possible 100% on a short quiz about annuities, showing a concerning lack of knowledge about this important financial vehicle. Do you understand what annuities are, how they work, and how they can help support a secure retirement?

Contact me today, and we can discuss how an annuity may help improve your financial security.

Annuities are key to retirement. So why are so few of us buying them? Annuities are a key part of the retirement system. In fact, Social Security is an annuity. But few of us even understand, let alone buy them.

If you’re someone with a high net worth, you may have unique financial goals and risk tolerance. As a Financial Advisor from Bankers Life, I can help tailor strategies specifically to YOUR needs, considering factors like diversification and asset allocation. Send me a message to set an appointment today!

When families have open intergenerational conversations about finances, the resulting transparency can bring peace of mind to everyone. Check out our blog for tips on how to talk about money with family.

The Importance of Intergenerational Financial Conversations - Bankers Life Blog It’s time to overcome the unspoken rule that money is a taboo topic, especially when it comes to family. Sure, it can be an uncomfortable conversation, When families have open intergenerational conversations about finances, the resulting transparency can bring peace of mind to everyone.

When choosing a financial professional, it’s crucial to work with someone who can help keep your investments secure. Learn how you can stay protected with a FINRA member.

What It Means to Be Regulated by FINRA Have you ever wondered who protects investors—and how? FINRA, the Financial Industry Regulatory Authority, is a not-for-profit organization authorized under the federal securities laws and registered with the Securities and Exchange Commission (SEC). Alongside the SEC, FINRA oversees U.S. member b...

As a Financial Advisor with experience serving high-net-worth clients, I have deep knowledge of complex financial matters and can help you navigate the intricacies of your financial decisions. Let’s meet to discuss your needs!

Don't miss out on maximizing your Social Security benefits. Learn about delaying claims, maximizing earnings, and minimizing taxes to ensure a comfortable retirement. Let's navigate together!

Maximizing Social Security Benefits for Middle to Upper-Income Retirees - Bankers Life Blog Navigating Social Security benefits takes some intention, research and planning. From inflation considerations to your portfolio and tax management, Get familiar with maximizing Social Security benefits for your retirement and gather considerations to take into account as a middle to upper-income ea...