COTO Insurance & Financial Services Blog

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Assessing your Mortgage Situation in Retirement
June 22, 2019

When it comes to retirement preparation, a common benchmark goal is having one’s mortgage paid off. This typically removes a large, ongoing payment from the budget and can reduce retirement expenses substantially. Some people even schedule their retirement just after their final payment date. Here’s an even better idea: Schedule…

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Don’t Let This Social Security Myth Worry You
May 27, 2019

Maybe you heard it on the evening news, or you read a scary headline on Facebook. Perhaps you’ve been subjected to water cooler gossip at work, or your cousin brought up the subject at a recent family gathering. Whatever the source of the information, you might have heard that Social…

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4 Important Conversations to Have Before You Retire
May 20, 2019

As you continue to plan for your retirement, and enjoy the countdown to your final day at work, we will be engaging in regular conversations about your future. But aside from frequent discussions with your financial advisor, there are a few other important conversations you need to have. These individuals…

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5 Creative Ways for Couples to Address Money Issues
May 13, 2019

Whether you’ve been together for decades, or you’re a brand-new couple, certain issues tend to plague nearly all romantic pairings. In particular, money has been cited as the leading cause in 22 percent of all divorces, and financial issues are one of the top three factors behind breakups*. No one…

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