Sara Samuels, J.D., CLU®, RICP®

Financial Advisor

News

The Ultimate Guide to Finances in Your 30's

The Ultimate Guide to Finances in Your 30's

How to make your money work for you.

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5 Ways to Make Your Money Work For You

Watch this video to learn the five basic actions that are key to the best financial plans. VIEW NOW

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

Finances in Your 30s: A Start-to-Finish Guide

From saving for your first home to investing in your future. Read more

Money and Marriage A Guide to Combining Finances

How to tackle everything from joint bank accounts to budgeting to taxes. Read more

 

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