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Prism Insurance Agency Blog: planning

View the latest blog posts from Prism Insurance Agency.

Thursday, February 8, 2018

The Ultimate Life

  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 >>

Thursday, February 8, 2018

Managing Your Finances Through Each Stage of Life

    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 >>

Thursday, February 8, 2018

The Power of Zero

We all know we should not put all our eggs in one basket, but have you considered diversifying how things will be taxed? Many experts are predicting higher tax rates due to the large deficit, spending and unfunded liabilities. READ MORE >>

Thursday, February 8, 2018

Facing an Uncertain Future

    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 >>

Thursday, February 8, 2018

Consumer Spending

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 >>

Friday, January 26, 2018

7 Deadly Sins of Investing

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 >>

Thursday, January 25, 2018

Consistent Characteristics of Greatness

Would it be helpful to know some of the most valuable characteristics shared among America’s most competitive professionals? Then join Prism Insurance Agency Inc. and our guest author, who assembled 16 characteristics of greatness from over 2,500 interviews with America’s top sports figures. READ MORE >>

Thursday, January 25, 2018

Estate Planning Conversations

The new estate tax law has some people thinking that estate planning isn’t as important anymore. Prism Insurance Agency might change your mind. Our guest estate planning expert, Bruce Udell, explains why taxes aren’t the only thing you need to consider to make sure your assets go to whom you choose. READ MORE >>

Thursday, January 25, 2018

The Most Overlooked Tax Deductions

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 >>

Friday, April 14, 2017

Legacy Planning for a Surviving Spouse

  When you think of estate planning or legacy planning, most of us think about our kids but did you think about your spouse?  What happens if you’re a surviving spouse?  Are you prepared for the financial implications that a death of a spouse may have? READ MORE >>

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