BLOGS

Explore Financial Tips and Stay Informed

Aug 12, 20222 min read

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...

0 comments

Jun 9, 20222 min read

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...

0 comments

Dec 1, 20202 min read

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...

0 comments

May 1, 20192 min read

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?

0 comments

Feb 18, 20193 min read

The Secret Retirement Strategy

Do Something: Start...

0 comments

Nov 28, 20182 min read

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

0 comments

Sep 24, 20182 min read

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

0 comments

Sep 10, 20182 min read

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

0 comments

Aug 8, 20181 min read

It Pays to get Expert Advice on your Retirement Distribution Strategy

How’s your retirement distribution strategy? Could it use some help?

0 comments

Jun 28, 20182 min read

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.

0 comments

Jun 25, 20184 min read

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

0 comments

Apr 10, 20181 min read

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.

0 comments

Feb 19, 20182 min read

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

0 comments

Feb 5, 20182 min read

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

0 comments

Jan 22, 20182 min read

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.

0 comments

Dec 18, 20172 min read

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...

0 comments

Dec 11, 20172 min read

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

0 comments

Oct 23, 20172 min read

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...

0 comments

Sep 18, 20172 min read

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...

0 comments

Aug 10, 20172 min read

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: ...

0 comments