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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.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information about us, please feel free to send us an email or call us at (304) 456-4828. We look forward to hearing from you.
Special Topics: Life Stages
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Helpful Content
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Rightsizing for Retirement
What does your home really cost?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.