949-858-7200 | info@cotoinsurance.com
COTO Insurance & Financial Services Blog
Select an article below to read more.
Most of us dream of retirement, but those dreams start to feel like a looming reality in our late fifties and into our sixties. At that point, you might begin to feel a bit of anxiety, because you’re not sure when is the exact “right” time to retire. This list…
We often remind our clients that life insurance can provide much more than simple replacement income in the event that you pass away unexpectedly. Yes, this is perhaps the most common use of life insurance, but it certainly is not the only one. Life insurance can provide a creative solution…
We often think of life insurance in very simple terms. We assume that the entire point is to ensure that our loved ones are financially safe, in the event that something happens to us. So, we tend to look for a life insurance policy that will adequately replace our income…
We often remind our clients that waiting a bit longer, past full retirement age, can help them claim a larger monthly benefit check from Social Security. In many cases this is a smart plan. However, if the wrong person gains access to your Social Security number and realizes that you…