After years of diligent saving, many retirees become unsettled by the volatility in the markets, along with the risk of the unknown. The free-floating anxiety that exists when questions like when should you start withdrawing funds, how much is too much, will you have enough money to cover unexpected expenses, what if you outlive your […]
We all know that it is not uncommon for one spouse to be the primary decision-maker when it comes to managing a couple’s money. But this approach can have consequences. One major consequence is if the spouse with the hold on the couple’s financial situation becomes incapacitated or dies, the other spouse may find themselves
We frequently receive inquiries from family members of decedent owners of various insurance products where there is a disconnect between their impression of who the owner of the policy wanted to be a beneficiary, and who, in fact, ended up becoming the beneficiary. So, we thought to address that topic briefly in this commentary. While
Susan Beth Campbell CA Ins Lic #0H85655
Daniel James Campbell CA Ins Lic #4052434
Creations Financial and Insurance Services
CA Agency Ins Lic #0K54693
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**Our products offer a reasonable rate of return, over time.
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By contacting Susan Beth Campbell, CA Insurance License # 0H85655/Creations Financial and Insurance Services, CA Insurance Agency License #0K54693, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
