Should You Get A Fixed-Indexed Annuity?
Today more than ever, retirees are struggling to feel reassured about their retirement savings. In recent years, fixed indexed annuities...
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- Jun 9
- 2 min
Who is Umbrella Insurance for?
Umbrella insurance, also known as excess personal liability insurance, isn’t just for the wealthy. If you: drive a motor vehicle, own...
- Dec 1, 2020
- 2 min
Don't Let Student Loan Debt Prevent You From Buying a Home
As of early 2020, 45 million borrowers collectively owe $1.6 trillion in student loan debt in the United States, weighing in at the...
- May 1, 2019
- 2 min
What Can Penny Lane Financial Do For You?
By now, most of you know who we are, but do you know what we actually do? Aside from having “Financial” in our name, how do we help people?
- Nov 28, 2018
- 2 min
Loan Limits for Residential Mortgages to Increase in 2019
The ceiling limit for “high-cost areas”, including King and Pierce counties, will be $726,525. These new limits give borrowers more purchasi
- Sep 24, 2018
- 2 min
Is a Cash-out Refinance Right for You?
In a cash-out refinance, you refinance an existing mortgage loan with an even larger loan. You can take the difference between the old and n
- Sep 10, 2018
- 2 min
Who Needs Personal Umbrella Coverage?
Here’s how personal umbrella coverage protects you: Let’s say you're sued for $1 million after an auto accident or an incident on your
- Aug 8, 2018
- 1 min
It Pays to get Expert Advice on your Retirement Distribution Strategy
How’s your retirement distribution strategy? Could it use some help?
- Jun 28, 2018
- 2 min
National Insurance Awareness Day
With so many insurance terms, products and requirements, it’s no wonder there is actually a day dedicated to insurance awareness.
- Jun 25, 2018
- 4 min
Answers to Your Questions About Medicare
Is Medicare enrollment automatic? Not always. If you are already age 65 or older, you are automatically enrolled in Medicare Part A and Par
- Apr 10, 2018
- 1 min
3 Myths About Life Insurance You Need to Know
You take a huge risk when you depend solely on your investments – especially if you have dependents.
- Feb 19, 2018
- 2 min
Consider this Alternative to Bonds
If risk were not a consideration, we would put all our money in stocks. But the stock market is volatile, subject to cyber and world events
- Feb 5, 2018
- 2 min
Organize Your Affairs to Help Your Heirs
Making things easier for your heirs is not difficult, but it may take a few hours to compile. Try breaking the task into manageable sections
- Jan 22, 2018
- 2 min
A Financial Checklist for Newly Widowed Spouses
Our brains work differently when under stress, meaning we can make emotionally distraught decisions that can lead to poor choices.
- Dec 18, 2017
- 2 min
Tips to Help You Manage Your Charitable Giving
Giving to charities is a great way to help out your community and give back during the holiday season. Charitable gifting can take many...
- Dec 11, 2017
- 2 min
Know Your Financial Terms to Make Better Choices
The 6 basic daily activities people do in a general day on their own without help. A person’s ADL abilities will affect the type of long-ter
- Oct 23, 2017
- 2 min
Is a Fixed Indexed Annuity Right for You?
Today more than ever, retirees are struggling to feel reassured about their retirement savings. In recent years, fixed indexed annuities...
- Sep 18, 2017
- 2 min
Don't Miss Out on these 3 Tax-Advantaged Investments
If you're committed to becoming a financially secure senior, you can take advantage of accounts created to make saving easier by...
- Aug 10, 2017
- 2 min
Catch-up Strategies for Retirement Savings
If you are over 50 and have delayed saving for retirement, you may still have time to fund your retirement by taking these actions now: ...
