Pitt’s Insurance Place
James Pittenger, CLU, LUTCF
520-234-5164
5323 E Desert Spoon Dr
Sierra Vista, AZ 85650
5323 E Desert Spoon Dr
Sierra Vista, AZ
85650
EXPERT THOUGHTS
Industry-Related Articles by Pitts Insurance Place
I’ve always believed in the power of staying informed, and I’m constantly reading to expand my knowledge. That’s why I’ve created this space to share valuable insights into various topics that matter to you, such as understanding your life insurance needs and other relevant subjects. Here, you’ll find a collection of industry-related articles by Pitts Insurance Place that are worth reading.
A Resource for Your Life Insurance Questions
Your life insurance journey should be informed and confident, and these articles are here to help. They offer perspectives on selecting coverage, addressing common misconceptions, and adapting to changing circumstances. While I’m not the author of these articles, I take the time to review every link before adding it here. You’ll find the original author’s details, publication date, and source at the beginning of each article so you can reference them easily.
“Sorry, I am dead”
(2-2-24) Man I wish I had written this article! Many of us who guide people about Estate Planning, including Wills, Trusts, and supporting documents, have been expanding our recommendations to include what this article calls “A Death Note.” A very appropriate title. This is a must-read for anyone who loves their family and wants not to be a burden when leaving this world. Print this article, or at least be prepared to take note.
The Real Cost of Smoking: By State
(1-10-24) This is an interesting article about the $$ cost of smoking. There’s a lot of info in this article. But what caught my attention is that it focuses on the actual cost of this habit and who really pays for it. Check this out for some eye-opening numbers.
Too Late for a Roth Conversion?
(12-29-23) Not everyone has $750k in an IRA, but everyone asks me questions about moving their IRA money to a different type of IRA. This article hits on several of the good and bad issues related to these moves. Most people I work with want to start taking income from their IRAs. This is a good read.
Economist Predicts 2024 Market Crash
(12-19-23) There are way too many articles like this one. I can’t tell you what the market is going to do or when it will do it. But if half of what the economists are saying comes true, you won’t want to be fully at risk. Consider moving at least part of your portfolio to annuities. Guarantees mean something!
2024 Gift & Estate Tax Limits
(11-21-23) This article deals with the annual Gift & Estate Tax limits. These gifts are a very big part of ongoing estate planning. Gifts are not always cash. Property gifts are very popular and come with their own set of rules. Consult your CPA or Tax Advisor before making a gift.
The 10 Leading Causes of Death Among Adults
(11-17-23) For me, the most interesting is #7 – Alzheimer’s Disease. Most people don’t realize how much the disease will work to shorten your life. This is the reason most life insurance companies will decline a person with Dementia of any type.
BIG Changes Rock Wall Street
(10-5-23) Wall Street is on pace for a record year. I’m not an investor and don’t give investment advice. I deal with security, with guarantees, and I don’t do speculation. Read this and consider where you stand in your portfolio. Is it time to get out of the risk and move to a guaranteed lifetime income?
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I value your input and would love to hear your thoughts about the articles featured here. Click the email link at the bottom of this page to share your feedback or suggestions. Together, we can create a comprehensive resource for anyone interested in learning more about life insurance and the important issues surrounding it.
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