Carroll Golden Sheds Light on the Hidden Struggles of Caregiving
NAIFA
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9h ago
Carroll Golden, Executive Director of NAIFA's Centers of Excellence and the Limited & Extended Care Planning Center (LECP), was recently interviewed by Bill Hortz to shed light on the often-overlooked realm of informal caregiving. With millions of Americans engaged in the care of loved ones, Golden reveals the economic and emotional challenges that persist in what she refers to as the "shadow" caregiving economy. Golden, a best-selling author who recently released How Not to Pull Your Life Apart: Caregiving, highlights the staggering figures reported by AARP in their 2021 report, "Valuin ..read more
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Income Protection - The Cornerstone to Financial Planning Webinar
NAIFA
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5d ago
Ensuring income protection is critical for your clients, particularly during their income-earning years. We invite you to join our upcoming webinar on Wednesday, May 8, 2024, from 12:00 pm to 1:00 pm Eastern. Sponsored by Ash Brokerage, this webinar is designed to arm financial professionals with the tools and techniques needed to effectively manage discussions around disability income plans and life insurance ..read more
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NAIFA Trustee Kagawa Honored for Public Service
NAIFA
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5d ago
Congratulations to NAIFA Trustee Stephen Kagawa, LUTCF, FSS, on being named the 71st recipient of NAIFA-Los Angeles’s Will G. Farrell Public Service Award. The CEO and Chairman of the Board of The Pacific Bridge Companies has been a loyal NAIFA member since 1986 ..read more
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Celebrating Barbara Pietrangelo: Financial Planner of the Year Winner and Financial Literacy Advocate
NAIFA
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5d ago
NAIFA Trustee Barbara A. Pietrangelo, an accomplished Financial Planner and a loyal member of NAIFA since 1992, stands out as a beacon of expertise and commitment. Her career began in 1991 at the Prudential Insurance Company of America, where she has since ascended to become the Wealth Solutions Report Financial Planner of the Year as One of the Top Women Industry Leaders for 2024.  ..read more
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A Hero of Zero: Modern Retirement Strategies
NAIFA
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5d ago
David McKnight is a renowned financial advisor and expert in zero-tax retirement planning, having assisted thousands of Americans in achieving the zero percent tax bracket. He has frequently appeared in numerous national publications, including Forbes, USA Today, the New York Times, Fox Business, CBS Radio, and Bloomberg Radio. With four #1 Amazon best-selling books to his credit, including The Power of Zero, Look Before You LIRP, The Volatility Shield, and Tax-Free Income for Life, David has established himself as a leading authority in retirement planning. In his acclaimed book, The Power o ..read more
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Maximizing Wealth with Estate Planning: A Free Webinar
NAIFA
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1w ago
Understanding the intersection between financial assets and estate planning is extremely important for maximizing wealth and enhancing asset protection. Join us on Wednesday, May 1, 2024, from 12:00 pm to 1:00 pm Eastern for an in-depth webinar that focuses on aligning your clients' financial assets with their estate planning goals. This session is ideal for professionals looking to deepen their understanding of estate planning essentials like revocable trusts, wills, and powers of attorney, and how to effectively coordinate these with various financial assets, including investments, real es ..read more
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Financial Professionals play crucial role promoting, advancing financial literacy
NAIFA
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2w ago
In celebration of Financial Literacy Month, Life Happens has created a social media toolkit of posts and graphics available to all members who utilize their social media platforms to raise awareness of the importance of financial literacy. The images are co-branded with both the NAIFA and Life Happens logos ..read more
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Mike Paffhausen's Journey From Civil Engineer to Financial Leader
NAIFA
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2w ago
Mike Paffhausen’s journey from a civil engineering graduate to the owner of the Mike Paffhausen State Farm Agency in Butte, Montana, is a tale of finding one's true calling beyond the confines of traditional career paths. His transition into the insurance sector was largely influenced by his desire to help others navigate their financial lives, a passion ignited by a book on financial literacy he received upon graduating from Carroll College. This newfound purpose led him to leave a budding career in engineering to join the family legacy at State Farm, driven by the dream of making a tangible ..read more
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Financially Literate Consumers Benefit Everyone
NAIFA
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3w ago
April is National Financial Literacy Month, an annual observation NAIFA wholeheartedly agrees with. But why is financial literacy important and what are we doing about it ..read more
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NAIFA Partners with Medicarians
NAIFA
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3w ago
Out of the work that NAIFA has done through its Limited & Extended Care Planning Center spearheaded by Carroll Golden, best-selling author of three books on funding a dignified life and caregiving, as well as the organizer of NAIFA's Legislative Working Group that focuses on state and federal issues that will affect producers, we are proud to announce that we're continuing to expand our work in the Medicare space by partnering with Medicarians Vegas 2024.  Medicarians is the home of senior health, wealth, and AgeTech. Set for April 8th - 10th, 2024, at the Fo ..read more
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