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COTO Insurance & Financial Services Blog
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For most of us, Social Security will provide a significant portion of our retirement income. It’s no wonder we tend to focus on “how much” we will receive, as a part of the retirement planning process. You already know that the final benefit amount depends largely upon your work history…
When I meet with a new client, a Trust is one of the first things we investigate together. If the clients have not already established a Trust, I advise them to do so right away. Why is a Trust so important? Someday when you pass away, your estate will automatically…
No one really wants to think about the end of their life, or picture their loved ones carrying on without them. So it’s no wonder that many people tend to gather their courage once, enroll in a life insurance policy, and then never think about it again. That’s understandable, but…
When you begin your search for the right life insurance policy, you might be surprised at how many different types there are! You will begin to spot lingo such as term, whole life, permanent, universal, and many more. These different types of life insurance were all designed to meet specific…