Thursday, June 24, 2010

Boomer Retirement Fears

We've all played the "would you rather" parlor game of picking between hideous choices. Would you rather be the only human to survive a nuclear holocaust or... trapped on a desert island with the cast of "Jersey Shore"? In much the same spirit, Allianz Life Insurance asked 3,200 adults (ages 45 to 75) which they feared the most: dying... or running out of retirement money before they died..

It turns out that three out of five people (61%) say they fear outliving their retirement savings more than death itself.

Tuesday, June 15, 2010

Wine, Women & Wealth June 24th

Wine, Women, & Wealth
Thursday, June 24, 2010
7:00pm - 9:00pm
Bernardo Winery
San Diego, CA
Welcome, June! That means summer is just around the corner and it's time again for Wine, Women & Wealth!

Come hear my partner Denise Arand speak...

Survey after survey shows that women don't feel there are enough hours in the day, and this overload stresses us out! Find out why you ended up in this spot, learn about the biggest 'time thief' of all - and gain some tools to get you back on track!

If you have come to our event before, please join us again - we're building a community of women who feel great about money!

...and don't forget your business cards - we always
make time to network with the other fabulous women in the room!
Come for a free wine tasting!
We'll look forward to seeing you there, & feel free to bring a friend! As always there is no charge for this event, you are our guest!

Friday, May 14, 2010

May Is Disability Insurance Awareness Month

How would you like to receive an extra paycheck? I’m affiliated with the LIFE Foundation, a nonprofit insurance education group that is sponsoring the “Where Did My Paycheck Go?” Challenge during the month of May. Entering this contest is simple: You will be asked to take a minute to think about your paycheck and where all your hard-earned money goes.

Why all the attention on your paycheck? Well, many people don’t realize that just as they protect their cars and their homes with insurance, they need to be insuring another valuable asset—their paycheck. That’s where disability insurance comes in: Think of it as insurance for your paycheck. It ensures that if you are unable to work because of illness or injury, you will continue to receive an income, enabling you to make ends meet until you’re able to return to work.

To enter the “Where Did My Paycheck Go?” Challenge, go to www.protectyourpaycheck.org. One lucky entrant will be chosen at random to win a “bonus paycheck” in the form of a $1,000 American Express gift certificate—Here’s hoping that it’s you!

May is Disability Insurance Awareness Month, the ideal time to make sure that your paycheck is properly protected with disability insurance.