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Prism Insurance Agency Blog: financial plan

View the latest blog posts from Prism Insurance Agency.

00:06 JIM JUBAK: Do you know what the source of your retirement income is going to be? Will your income last as long as you do? Well joining us today is one of the nation’s leading experts on retirement income planning, Tom Hegna, author of the book, Paychecks and Play Checks, to shar... READ MORE >>

00:03 JIM: According to a recent Wall Street Journal report, the class of 2014 just made history in the worst imaginable way. They’ve officially been named the most indebted class ever with average debt of $33,000 per student, up from $31,000 in 2013 and $10,000 in 1993 and since 1993,... READ MORE >>

    What happens when a famous Hollywood actor passes away with his financial advisor? What if he has a live-in girlfriend, a child from a previous relationship, and parents… but no will? It’s almost a script made for Hollywood! READ MORE >>

  Are you living the ultimate life? Join Prism Insurance Agency to discuss the books turned feature films, The Ultimate Gift and The Ultimate Life, with their author, Jim Stovall. Learn his secrets to happiness from his remarkable story as a blind person who created his own success.   READ MORE >>

    Do you have financial worries or feel as though you would like to understand personal finance better? You’re not alone! According to the 2013 Financial Literacy Study, 40% of adults gave themselves a grade of C, D or F on their knowledge of personal finance. READ MORE >>

    What’s going to happen with interest rates – will they stay low? What about inflation or deflation? What’s going to happen with Obamacare, Medicare and Social Security? Will the national debt keep ballooning? Will the U.S. keep printing money? READ MORE >>

Consumer spending has a significant impact on the state of the economy. With all the controversy and uncertainty of the Affordable Healthcare Act, what will the effect be on the consumer in 2014? We are joined by Britt Beemer, chairman and CEO of America’s Research Group, who will fill us... READ MORE >>

There are many strategies an experienced financial advisor can leverage to help clients achieve financial independence. There are also serious mistakes your advisor can help you prepare for or even avoid. Join Prism Insurance Agency to learn about, what’s considered by some, the 7 deadly... READ MORE >>

00:03 TONY: With it being the time of year that you are gathering the information to file your tax returns, we want to make sure you do not miss some of the most overlooked tax deductions. Joining us today is Sandra Block, Senior Associate Editor at Kiplinger’s Personal Finance to share some of the most overlooked tax deductions that are missed by Americans today. READ MORE >>

With the uncertainty of social security and pensions becoming a thing of the past, retirement income planning has to be a top priority for those looking forward to retirement. Join Prism Insurance Agency with our guest to discuss the changes that have occurred over the past twenty years and the rules that we face planning for retirement. READ MORE >>

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