Generational Financial Group

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.

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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.

Election years can be tricky, but my goal to keep you informed stays the same. Check out the latest market perspective of election years by Chief Investment Officer of Wealth Management, Daken Vanderburg, and reach out with any questions.

Do presidential elections impact markets? | MassMutual Here are four charts that may provide perspective amid the sometimes clamorous political rhetoric.

Are your clients looking to add certainty and growth to their retirement income plan? Click here to see our latest guaranteed interest rates.​
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Annuities are powerful retirement tools, but people often have misconceptions about how they work. Let’s talk over your strategy and make sure you’re making things clear for your clients.

Why criticisms and complaints about annuities are often wrong | MassMutual Annuities are often disparaged by certain segments of the financial community. And in many cases, the criticism is undeserved.

A great example of why diversification within a particular sector is so important: Foot Locker and Gap recently exceeded analysts’ earnings estimates while Kohls, Nordstrom, and Ulta Beauty fell below expectations. Learn about driving factors in our market perspective and let’s talk.

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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.

Life insurance can help ensure your family’s financial security. Let’s talk about how.

No one plans to become disabled. If the unexpected happens and your client becomes too sick or hurt to work, disability income insurance can help.

Disabled? Me? Never! Most people don’t think it can happen to them. Don’t let a disability take away your financial stability.

How will you care for your aging parents? Let’s make a financial plan that prioritizes their future — and yours.

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 your business owner clients looking for ways to attract and retain executives? Learn more about section 162 plans.

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.

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.

While the Asian American community is collectively the most financially comfortable, 67% report having at least some financial stress. Contact me today to learn how I can help you feel more financially secure.

Source: National Asian American Coalition, Asian American Financial Health Survey, 2021

Wishing everyone a Happy Pride month. We stand with the LGBTQ+ community today and always.

It's important that you have the financial independence you want when you need it. We're here to help.

Diversification is key. While home values are up, the overall real estate sector has been trending down this year. What does this mean for your investments? Let’s discuss.

Many people don’t realize the true financial impact that losing an income can have on their savings. Let’s make sure you’re protected.

How much do you know about Disability Income Insurance? We went on the streets to see how much people really know about disability income insurance. The answers may surprise you.

While we can't predict the future, we can help you plan ahead.

Talk to us today, feel comfortable tomorrow.

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...

Has the Fed seen enough? Unemployment claims are climbing recently. Job openings and wage growth are both slowing down. Read more here and let’s discuss the impacts.

US weekly jobless claims hit highest level since August of 2023, though job market is still hot The number of Americans applying for unemployment benefits jumped to its highest level in more than eight months last week in another sign that the labor market may be softening.

Whether you’re married or single, a parent or not, retired or working – most everyone needs life insurance. Let’s talk today.

Life insurance can go a long way toward protecting your loved ones. Let’s talk about how much and what type of coverage may fit your needs.