Elliott Segura, Licensed Agent with National Life Group

What are your financial goals? Let's discuss where you are now and your goals for the future.

How a Seattle couple achieved financial independence in their mid-30s with a net worth over $4 million — and why they don't want to retire early Mai-lan Phan and her husband Ryan Wagoner achieved financial independence with a net worth over $4 million, but they chose not to retire early.

Are you aware of potential financial blind spots? Let's connect to make sure you keep your eye on important factors.

Three Common Financial Blind Spots and How to Navigate Them To better protect your wealth, keep your eye on tax efficiency, appropriate insurance coverage and the possibility of multiple market outcomes.

All companies have a culture, for better or worse. We think ours is better because it’s deeply rooted in our values of Do good, Be good, and Make good. It has been since 1848.
Our culture is something we take very seriously because when a company has a purpose-driven culture, those who work there know their WHY. That’s why we proudly call ourselves Do Gooders.
National Life Group®️ is a trade name of National Life Insurance Company founded in Montpelier, VT in 1848, and its affiliates.

Thank you, veterans.

I'm self-employed. How much can I contribute to a retirement plan?

Calculate it here:
https://bit.ly/3UEcajk

At National Life Group, we are a mission-driven and purposed-filled business. For us, the cause of what we do is as important as the products we sell.

And our cause is a very simple one, directed at the people who live and work on America’s Main Streets: To Do good in our communities and with the individual families we serve.

For 170+ years, we have aimed to keep our promises to provide families stability in good times and in bad. And throughout that history, we have provided peace of mind to those families as they plan their futures.

For many families, your home is your biggest asset. It’s hard to think about, but would your family be able to remain in their home if you were to die unexpectedly? Luckily there’s a solution for this and it’s called life insurance. Chat with a financial professional today and make sure you and your family are financially protected.

All companies have a culture, for better or worse. We think ours is better because it’s deeply rooted in our values of do good, be good and make good. It has been since 1848.

Our culture is something we take very seriously, because when a company has a purpose-driven culture, those who work there know their WHY. That’s why we proudly call ourselves Do Gooders.

Twelve Tips to Survive " ”

I was thrust into the world of adulting recently when I rented my first apartment, bought car insurance, and did my own taxes for the first time. Here are some tips that helped me transition to being a full-time adult:

https://bit.ly/4a2Z4lz

101:
Whole vs. Term Life ─ Whole is a type of permanent life insurance, which can build value and keep its price. Term lasts a specified time. Then you have to renew and may pay more, since you're now older.

Legal: https://bit.ly/33KcYIk

Before making any financial decision, you should have your proverbial ducks in a row.
Use these free calculators to help herd your flock:
https://bit.ly/49ZStrO

You work hard to teach your children financial responsibility. Preparing for the future with life insurance is a lesson in goal-setting, budgeting and discipline.

A new addition to the "team" is a great time to make sure you have the right coverage for everything that comes your way. A financial professional can help ensure you have all the coverage you need for your growing family!

There’s this thing called a retirement income gap. It’s when your retirement income isn't enough to cover the cost of living when you're ready to retire. Think of the retirement gap as your nemesis: it may prevent you from fully retiring or weaken your retirement. Speak with a financial professional today to make a plan for your retirement that won't be full of the unexpected.

Did you know that April has been designated as Financial Literacy Month? Make it a goal this month to talk to someone about your finances and better prepare yourself financially for the future.

The retirement landscape has undergone significant changes in recent years, with a variety of factors influencing how people approach and experience retirement. The article emphasizes the value of staying informed about these changes and seeking the advice of financial experts when making retirement planning decisions.

Here are the main points from the article linked:

1.Retirement planning has become more complex, with increased longevity and changes to Social Security and Medicare.

2.Employers are shifting away from traditional pension plans to 401(k) and other defined contribution plans.

3.Health care costs continue to rise, and many people are unprepared to pay for them in retirement.

4.The COVID-19 pandemic has had a significant impact on retirement planning, with many people experiencing job loss, reduced income, and market volatility.

5.Technology has made it easier for people to work and save for retirement, but it has also led to the erosion of traditional pension plans and the gig economy.

6.The retirement landscape has become more diverse, with people choosing to retire later or not at all, and pursuing different types of work in retirement.

7.Financial advisors can play a crucial role in helping people navigate these changes and plan for a secure retirement.

The turning point: 7 ways 2022 changed retirement forever 2022 was full of under-the-radar revolutions for the way Americans retire. Here's what happened and what it means for 2023.