COTO Insurance & Financial Services Blog

Select an article below to read more.

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…

Read More

What Women Need to Know About Social Security
May 6, 2019

You might imagine that the retirement planning process is about the same for everyone. But in reality, that’s not quite true. We all have unique circumstances (or hopes, or wishes), and our plans must accommodate those aspects of our visions for the future. Another major consideration is your gender. Retirement…

Read More

5 Steps to A 401(k) Rollover
April 22, 2019

Whether you’re leaving your job, or on the verge of retirement, you might be wondering whether a 401(k) rollover is your next step. Due to fees, options, taxes, and other considerations, this choice can impact your overall retirement savings by thousands of dollars. So naturally, you want to research carefully…

Read More

What are Guaranteed Life Insurance Policies?
April 15, 2019

Many people know that they need a life insurance policy, but either don’t want to fill out a long medical questionnaire, or don’t have the time. Perhaps they have some other reason for desiring a quick and simple approval and coverage. In those cases, a guaranteed life insurance policy often…

Read More

Do You Have a Specific Question?

Use the form below to contact us.

    949-858-7200 |