The Amwell Agency Financial Education

10/20/2025

Always a good idea to check your financial plan on a regular basis.

09/25/2025

The Role of Life Insurance in a Comprehensive Retirement

When most people think about retirement planning, they picture savings accounts, 401(k)s, IRAs, or Social Security benefits. Life insurance often gets left out of the conversation — seen only as protection for families during working years. But in reality, life insurance can play a vital role in a comprehensive retirement plan.

Are you prepared?

Read full article:

Learn the role of life insurance in retirement: income protection, tax advantages, policy loans, legacy planning, and long-term care support.

07/03/2025

Happy 4th of July! Let's celebrate the strength, bravery, and freedom our country is built on.

06/17/2025

It is Annuity Awareness Month!

Here’s a quick read: How Annuities Clarify Retirement

Guaranteed income is not just a financial tool, but a source of security, especially for women entering retirement. If you’re in your 60s, approaching retirement, and wondering if you’ve saved enough or how to turn your savings into sustainable income, you’re not alone.

Click the link to read the full article.

This Annuity Awareness Month, discover how guaranteed income empowers women to retire with clarity, confidence, and lasting financial security.

05/20/2025

Retirement is supposed to be the reward at the end of decades of work.

But what happens when the end sneaks up on you—and you’re not ready?

Here’s a good read I’d like to share:
Sudden Retirement Syndrome: What to Do If You’re Not Ready

Whether due to forced layoffs, an unexpected health scare, or simply procrastination, many Americans face what’s now being called Sudden Retirement Syndrome—and it’s more common than you might think.
Read the full article:

Feeling unprepared for retirement? Learn the signs of Sudden Retirement Syndrome and discover last-minute steps to regain control and retire with confidence.

05/07/2025

Good article I'd like to share with everyone.
America’s New Magic Number for Retirement
Planning for retirement can feel overwhelming, but one concept consistently rises to the surface: the “magic number.” It’s the amount you believe you need saved to retire comfortably. While this figure varies by individual, new studies show that Americans are revising their expectations in 2025 — and not always in the direction you might expect.
Read full article:

Find out the new magic number for retirement in 2025 and learn how smart planning, guaranteed income, and healthcare strategies can secure your future.

10/25/2024

Free webinar today!
Federal Insurance Programs Unraveled
Friday 10/25/2024
12pm EDT

- OASDI
- Medicare
- Medicaid
- FEHBP
- FLTCIP
- FEGLI
- Social Security Supplement

10/21/2024

Great information in this weeks webinar.
This is extremely helpful for anyone with aging parents.

Elder Care Strategies
Tuesday 10/22/2024
6pm EDT
👍 Long-Term Care By the Numbers
👍Federal LTC Programs
👍Activities of Daily Living
👍Qualifying for Low / No Cost Coverage
👍LTC Insurance Alternatives
👍Medicaid Planning
👍LTC During Retirement

Click here to view:

10/18/2024

10/14/2024

Retirement Readiness webinar
​
​Are you prepared?
​Check out tomorrows webinar to see if you are ready for retirement.
​
​Tuesday 10/15/2024
6pm EDT

​🔥 Retirement Survival Guide
​🔥Social Security Strategy
​🔥Lifetime Income Plan
​🔥Estates and Beneficiaries
​🔥Planning for the What Ifs
​🔥Retirement Accounts and Investments
​🔥4-Step Readiness Checklist
​
​​https://register.gotowebinar.c...

10/10/2024

Check out this weeks webinar

Federal Benefits’ Best Kept Secrets
Friday 10/11/2024
12pm EDT

- ChFEBC advisor
- What tax bracket will you be in at retirement?
- The rules of the game
- Exit strategies
- Free insurance
- TSP, catch-up, and loans
- CSRS voluntary contribution

09/19/2024

Sharing a must see webinar tomorrow:
​
​Elder Care Strategies
​Friday 9/20/202412pm EDT
​
​- Long-Term Care By the Numbers
​- Federal LTC Programs
​- Activities of Daily Living
​- Qualifying for Low / No Cost Coverage
​- LTC Insurance Alternatives- Medicaid Planning
​- LTC During Retirement
​
​Good information we should all be familiar with.

CLICK HERE TO REGISTER
https://register.gotowebinar.c...