Torrey Thompson Financial Advisor

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Reviewing Your Life Insurance Needs Learn how the review process works and how it may help you better understand your Life Insurance.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Important Birthdays Over 50 Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

The average retirement lasts for 18 years. Are you prepared to fill that many days?

18 Years Worth of Days The average retirement lasts for 18 years. What will you do with your days?

Does your insurance cover you if you get into an accident with an uninsured driver?

Protection Against Uninsured Drivers You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Surprises crop up every day, and they’re a great reason to work with us.

Surprises Making the most of surprises is a great reason to work with us.

What role would taxes play in your investment decisions? Find out in this message.

Tax Efficiency in Retirement What role would taxes play in your investment decisions?

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Directors and Officers Liability Insurance Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Mortgages in Retirement Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Grantor Retained Annuity Trusts (GRATs) Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

When Should You Take Social Security Monthly Social Security payments differ substantially depending on when you start receiving benefits.