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Blog, News & Information — Terri Lewis, CLU®, CHFC®
Terri Lewis, CLU®, CHFC®
Financial Advisor
6201 College Boulevard, Suite #150
Overland Park, KS 66211
(913) 491-6226
It’s that time of year again—the time when many people set ambitious goals but struggle to follow through on achieving them. As you reflect on your financial health, it’s important…
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As we head into the holiday season, another season looms in the distance: tax season. Don't wait until March to see how 2024 shook out for you tax-wise. Before the…
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October is recognized as Estate Planning Awareness Month, a reminder to reflect on the importance of organizing your affairs for the benefit of your loved ones. As we approach 2025,…
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Life insurance is an important part of a comprehensive financial plan. Here are 7 things you should know about it. At its simplest, you probably already know that life insurance…
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Whether you’re just starting out in your career, you are a Gen-X-er sandwiched between your kids’ college expenses and aging parents’ needs, or you are a Baby Boomer eyeing retirement,…
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A recent survey suggests modern retirees may have bigger fears than dying. If there’s one thing adults in the US are more afraid of than dying, it’s outliving their money.…
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Saving for retirement is important, but it’s also crucial to stay informed! Now that it’s Financial Literacy Month, we thought it would be the perfect time to discuss some things…
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Life insurance can be an important part of your financial plan, but it’s crucial to tie your policy to your needs. If your family relies on your income, it's critical…
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Money can be a major obstacle for couples. Here are a few ways to overcome it. Do you remember when you first met your partner? So many things about them…
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