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COTO Insurance & Financial Services Blog
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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…
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…
With regard to household incomes and the economy in general, we often hear the opinion that “it takes two incomes these days”. And in many situations, that is indeed true. Ironically, some statistics suggest that while dual-earner households might be making more money overall, they are often less prepared for…
Many people assume that they will contribute to their 401(k) for decades, carry it into retirement, and begin distributions. And for some, that works out just fine. But as with anything else in life, you want to make that decision with full knowledge of the other options available to you,…