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Terry L. Jordan

Nov
21
Why I Don't Want to Buy Life Insurance
If you're like most people, it's not that you don't appreciate the value of life insurance. In fact, many people believe they need more coverage. You probably wouldn't mind owning additional life insurance. It's just that you don't want to buy it. Thinking about buying life insurance, talking about buying life insurance, discussing the reasons for buying life insurance--all of this makes many people feel uncomfortable. Here are just some of the reasons why you may be putting off buying the life insurance you know you need. I don't have enough time You'll get around to buying life insurance, but not today. With all the things you've got to do, buying life insurance can come off as a low priority--just one more thing you ought to...
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May
17
Merging Your Money When You Marry
Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your finances. Planning carefully and communicating clearly are important, because the financial decisions that you make now can have a lasting impact on your future. Discuss your financial goals The first step in mapping out your financial future together is to discuss your financial goals. Start by making a list of your short-term goals (e.g., paying off wedding debt, new car, vacation) and long-term goals (e.g., having children, your children's college education, retirement). Then, determine which goals are most important to you. Once you've identified the goals that are a priority, you can focus...
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Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Terry L. Jordan is a Investment Advisor Representative who is a Michigan resident. An Investment Advisor Representative may only discuss/and or transact securities business with residents of the following states: Michigan, Arizona, Florida, Indiana, and Washington.

Securities and advisory services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC. Insurance offered through Jordan Financial & Associates which is not affiliated with Woodbury Financial Services, Inc. 



This communication is strictly intended for individuals residing in the state(s) of AL, AZ, FL, ID, IL, IN, KS, MI and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.