Going Paperless with eQuipt

By |2021-01-14T20:23:21-06:00January 12th, 2021|Finance, Insurance, Investing|

Happy 2021!  It has already been an interesting two weeks. I guess the excitement is not over yet. Something less exciting than the personal stories we usually cover is an important policy that Woodbury Financial Services will be putting into effect starting this June.  This only applies if you have [...]

Comments Off on Going Paperless with eQuipt

Protecting Your Loved Ones with Life Insurance Part 3

By |2020-11-09T20:07:50-06:00November 27th, 2020|Illness & Disability, Insurance, Long-Term Care|

Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. For example, when you’re young, you may not have a great need for life insurance. However, as you take on more responsibilitie [...]

Comments Off on Protecting Your Loved Ones with Life Insurance Part 3

Coordinating Long-Term Care Insurance with Government Benefits Part 2

By |2020-11-09T19:48:33-06:00November 6th, 2020|Illness & Disability, Insurance, Long-Term Care|

If you're a senior, the future may present more of a concern than it once did--you may wonder what you'll do if your health deteriorates. If you must enter a nursing home, for example, how will you pay for it? Fortunately, you may have several options. One such option is long-term care insurance (LT [...]

Comments Off on Coordinating Long-Term Care Insurance with Government Benefits Part 2

Protecting Your Loved Ones with Life Insurance

By |2020-11-09T18:45:35-06:00October 9th, 2020|Family, Insurance|

Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. For example, when you're young, you may not have a great need for life insurance. However, as you take on more responsibilitie [...]

Comments Off on Protecting Your Loved Ones with Life Insurance

If Long-Term Care Insurance Isn’t for You: Other Options

By |2020-10-13T17:07:31-05:00September 25th, 2020|Insurance, Long-Term Care|

Long-term care insurance (LTCI) isn't for everyone. Not only is it expensive and sometimes hard to qualify for, but there's no guarantee you'll ever use the benefits. But if you decide not to buy LTCI, what are your alternatives? You saved for a rainy day--it's here Should the need arise, you could [...]

Comments Off on If Long-Term Care Insurance Isn’t for You: Other Options

Tax Tips: Long-Term Care Insurance

By |2020-08-20T18:44:30-05:00August 25th, 2020|Insurance, Long-Term Care|

Your chances of requiring some sort of long-term care increase as you age, and long-term care insurance (LTCI) can help you cover your long-term care expenses. Although tax issues are probably not foremost in your mind when you buy LTCI, it still pays to consider them. In particular, you should expl [...]

Comments Off on Tax Tips: Long-Term Care Insurance

Long-Term Care Insurance: How Does It Work?

By |2020-08-20T18:26:36-05:00August 18th, 2020|Insurance, Long-Term Care|

Whether you've had a long-term care insurance (LTCI) policy for years or you're thinking of buying one, it's critical to understand exactly what set of conditions will trigger coverage. This information is the bread and butter of any LTCI policy. In addition, you should know how to file a claim, pre [...]

Comments Off on Long-Term Care Insurance: How Does It Work?

Planning a Family? Get to Know Your Health Insurance Policy

By |2020-08-20T17:47:00-05:00July 24th, 2020|Family, Insurance|

Congratulations! You've decided to start a family. Up until now, your health insurance has probably been adequate, paying for routine doctor visits and prescription drugs. But now that you're facing a lifestyle change, you must make sure that your health insurance policy will keep up with those chan [...]

Comments Off on Planning a Family? Get to Know Your Health Insurance Policy

Never Too Young For Life Insurance

By |2020-04-19T15:47:52-05:00April 24th, 2020|Insurance, Millenials, Planning, Podcasts|

Did you know life insurance is more than an emergency plan? Life insurance can be used in the future, but more importantly, it can be used now. Find out why you’re never too young to buy life insurance with 23-year old Entrepreneur and Author, Caleb Guilliams. Real Wealth® is an online radi [...]

Comments Off on Never Too Young For Life Insurance

COVID-19 Announcement

By |2020-03-23T13:42:03-05:00March 23rd, 2020|401(k), College, Creative, Credit, Debt, Design, Family, Finance, Illness & Disability, Insurance, Investing, Leasing, Loans, Long-Term Care, Marriage, Military, Millenials, Planning, Real Estate, Retirement, Small Business, Social Security, Stock Market, Taxes, Unemployment, Videos, Women|

Dear Valued Client, In this rapidly changing situation, I want to assure you Woodmen Financial Resources is maintaining regular business operations to ensure we continue to serve you. First, I wish you, your family, and your community well during this unprecedented time. The health and safety of our [...]

Comments Off on COVID-19 Announcement
Go to Top