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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
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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Heads up! If you plan to retire this year, you should know these five things. Are you planning to enter the most exciting phase of your life in 2024? A…
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