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At Good Life Financial, our top priority is doing what’s best for our clients. We are local, experienced people you can trust. We thank our many valued clients for your continued trust, confidence and friendship. And to those evaluating our services, we look forward to assisting you with your insurance and investment needs.
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Helpful Content
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Rightsizing for Retirement
What does your home really cost?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!