COTO Insurance & Financial Services Blog

Select an article below to read more.

Three Important Steps to Take Right Now
December 5, 2018

Like most of us, you might be feeling a bit busy and rushed toward the end of the year. So, it can be easy to lose sight of your long-term financial plan. But since there are certain planning tasks that need to be done by the end of the year,…

Read More

Have You Protected Your Most Valuable Asset?
November 26, 2018

You wouldn’t hesitate to protect your home or car from catastrophe; after all, those are major investments. But for some reason, many people aren’t protecting their most valuable asset. Did you know that 98 percent of Americans don’t have enough life insurance to replace their own income, in the event…

Read More

What Does the Social Security COLA Mean for You?
November 19, 2018

Last month, Social Security announced a much-anticipated cost of living adjustment (COLA) for beneficiaries. After analyzing numbers from the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), the Administration approved a 2.8 percent bump in monthly beneficiary checks. For the average retiree receiving Social Security benefits of…

Read More

Comparing Your Estate Planning Options
November 12, 2018

Although you might not think of it this way, estate planning is an important part of retirement planning. Over your lifetime, you have accumulated assets to help you sustain yourself through your retirement years. And, you might be hoping to leave some of those assets to your loved ones someday….

Read More

Do You Have a Specific Question?

Use the form below to contact us.

Call 949-858-7200 or email to speak with an agent.