April 2021 Newsletter

More People Delay Claiming Social Security

The average age for claiming Social Security retirement benefits has been steadily rising, as older Americans work longer.

Real Estate for Income and Diversification

Real estate investment trusts (REITs) can offer a consistent income stream and help provide portfolio diversification.

Should You Convert Your Term Life to Permanent Life Insurance?

Term life insurance is often purchased to provide for a temporary need, such as income replacement. While term life is usually cheaper than permanent life insurance, there may be circumstances that warrant considering converting term, or temporary life insurance, to permanent life insurance.

Five Tips to Follow When Applying for a Mortgage

Remember these five tips when applying for a mortgage.

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