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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 Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Saving for College 101
Here's a crash course on saving for college.