Marilyn Suey

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Consider Keeping Your Life Insurance When You Retire Reasons to retain your coverage into your retirement years.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Dog Bites Neighbor. Now What? Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The Most Overlooked Item of Any Home Improvement The item most homeowners forget on their home improvement project checklist is insurance.

As retirement approaches, income planning becomes just as important as saving. Explore thoughtful retirement income planning ideas including Roth conversions, tax awareness, and creating more flexibility in later years.

Ages 69-73 - Your Impactful Years to Plan Learn practical retirement income strategies to help manage taxes, Social Security, Medicare premiums, and Roth conversion opportunities before required withdrawals begin.

Can group and private disability policies work together?

Can Group, Private Disability Policies Work Together? Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

IN THE NEWS!

Grateful for the opportunity to speak at the Women’s Leadership Forum sponsored by CalCPA in Huntington Beach and to be part of meaningful conversations around women, leadership, career transitions, and financial well being.

As women continue to live longer and juggle many responsibilities throughout life, these discussions become even more important. Financial education is not just about money. It is about creating more choices, gaining more confidence, and finding clarity for the years ahead.

Thank you to CalCPA and everyone who participated in such an inspiring event. If you are navigating a life or financial transition, let’s continue the conversation.

Women’s Financial Planning Specialist Marilyn Suey Spoke at Women’s Leadership Forum Sponsored by CalCPA “When you understand where you stand and where you’re going, you can let go of outdated roles, take calculated risks, and move toward opportunities that generate greater impact and fulfillment.”— Marilyn Suey

Inheritance may come with a mix of gratitude, grief, and pressure to “do something smart” right away. If you’re feeling overwhelmed, you’re not alone. I hear this often especially from families who want to honor...

Inherited Money: The 3 Key Things to Do First

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

A Look at Whole Life Insurance Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Is Term Life Insurance for You? Term insurance is the simplest form of life insurance. Here's how it works.