Articles

Timothy Shannon

Are you taking care of tomorrow?

27% of 1,000 Millennials surveyed in July 2018 spend more money on coffee each month than what they set aside and invest monthly for their eventual retirement (source: Lendedu.com). If this describes you, give us a call and we can show you a couple of steps you can take to get started on a systematic…

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Actual vs Expected!

Only 36% of workers surveyed anticipate that their monthly Social Security benefit “will be a major source of income” during retirement. However, 67% of retirees surveyed have determined that their monthly Social Security benefit “is a major source of income” during retirement (source: Employee Benefit Research Institute 2018 Retirement Confidence Survey). This reflects failure or…

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Happy 90th Birthday Farmers Insurance!!!

  On March 28, 1928, 90 years ago today, Farmers Automobile Inter-Insurance Exchange was born and on April 9th, sold its first auto policy on a 1925 Cadillac Phaeton to Charles Briscoe. This was the beginning of a wonderful Corporate story that has had tremendous positive impact on many individuals; employees, agents, district managers, and…

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