Robert - Bob Werling

11/30/2018

Traditions are important to us. Just like our clients. Let's talk about your options to help make the most of this year's dividend.

Do you know that when you buy a participating whole life policy from New York Life, you are eligible to earn dividends?

11/29/2018

As oil prices recede, consumers will benefit by paying less at the pump. But will this impact economic growth in the U.S.?

11/28/2018

Need to save more for retirement? Here are some tips to help you downsize.

Suze Orman gives you her top 3 rules on saving money by downsizing for retirement

10/26/2018

Whether you're winning a baseball championship or coaching a local team, there are a lot of ins and outs when it comes to estate-planning. These tips can help.

What you can learn from estate planning mistakes made by celebrities.

10/25/2018

Whole Life insurance can give you more than just life insurance. I can help you understand all the benefits.

10/24/2018

If you're like some, there's nothing spookier than discussing finances with your new fiancé. This , exorcise the fear with these 5 tips for merging lives and money.

Financial tips for couples marrying later in life.

10/23/2018

That’s right, New York Life does rollovers. Whether you are saving for retirement or ready for income, I would love to help.

10/23/2018

A recent study shows that parents spend twice as much on adult children than they save for retirement.

Seventy-nine percent of parents still provide financial help to their adult children. Here's where that money goes.

10/23/2018

Rollovers? They’re easier than you might think. Let’s talk about how we can consolidate your retirement assets into a manageable retirement vehicle. Leave a message or comment and I will get back to you shortly. Thanks again, Bob

09/29/2018

Goodbye summer, hello fall! Let's make this season a strong one financially, so you can carry on living life to the fullest.

Looking to buy life insurance for the first time?