Accumulus Financial Group

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

Test Your Life Insurance Knowledge How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

3 Estate Challenges for Blended Families This article will help your clients with blended families think and prepare their estate strategy.

Over age 50? You may be able to catch-up on retirement.

Catch-Up Contributions Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

IRA Withdrawals that Escape the 10% Tax Penalty

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.

Jane Bond: Scaling the Ladder Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Can I Create a Roth if I’m Over the Income Limit? Use this article to start conversations about the “backdoor” Roth IRA strategy.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

Medicare At 65+ 65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Self-employed? Learn more about your retirement plan options.

Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Stay Safe with a Business Owner's Policy Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Even if you’re young and single, you should still consider protecting yourself with insurance.

Insurance Needs Assessment: When You're Young and Single Even if you’re young and single, you should still consider protecting yourself.