COTO Insurance & Financial Services Blog

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4 Important Conversations to Have Before You Retire
May 20, 2019

As you continue to plan for your retirement, and enjoy the countdown to your final day at work, we will be engaging in regular conversations about your future. But aside from frequent discussions with your financial advisor, there are a few other important conversations you need to have. These individuals…

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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…

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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…

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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…

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