Nathalie Geetooah Wealth Advisor

12/10/2024

Are you considering purchasing ? Check out our blog to learn about three situations where your beneficiaries could have to pay taxes on your benefits and how you can reduce their obligation.

Do beneficiaries have to pay taxes on inheritance from life insurance? The answer is "no" in many situations—but not all. Learn more.

12/05/2024

is a serious and growing concern in the U.S. I encourage you to educate yourself on how to:

✔️ Reduce your chances of being a target
✔️ Spot warning signs
✔️ Take quick action to minimize damage

Check out this article for important information you need to know: https://www.nerdwallet.com/article/finance/how-to-prevent-identity-theft

12/03/2024

is a global movement focused on philanthropy and generosity, and it’s the perfect time to review your annual giving goals. Did you know that life insurance can help you leave a generous financial gift to a cause you care about? Message me to learn more.

11/28/2024

Wishing all my clients a happy Thanksgiving! I’m thankful for the privilege of helping you protect your financial security.

11/26/2024

Whether it’s due to a health crisis, a fall, or cognitive confusion, getting a phone call about a crisis involving your aging parent or relative is often a moment of shock and anxiety. Check out our blog for a checklist that can help ensure you’re prepared.

Whether it’s due to a health crisis, a fall, or cognitive confusion, getting a phone call about a crisis involving your aging parent or relative is often This 13 step checklist will help you be prepared if your aging parent or relative experiences a crisis.

11/21/2024

Long-term care probably isn’t something you give much thought to. But as one of the biggest threats to your retirement savings, it’s important to understand how needing long-term care could impact your future.

Long-term care probably isn’t something you give much thought to. But as one of the biggest threats to your retirement savings, it’s important to Being prepared for long-term care can help you enjoy a more secure retirement. Read 8 things to prepare.

11/19/2024

Looking for a new opportunity? Here’s what to expect when you join us at Bankers Life. Contact me or visit https://www.careersatbankerslife.com/ to apply.

11/14/2024

From fraud to job loss to running out of money in retirement, are financial fears keeping you up at night? Check out our blog for strategies that can help.

When we’re young, thoughts of ghosts and monsters under the bed are what keep us up at night. But as we grow older, our fears often change. For many Learn about six common financial fears and how to help mitigate them for a more secure future.

11/12/2024

I’m celebrating by recognizing the contribution of family caregivers and raising awareness about the importance of planning ahead for your future. Message me to learn about how a personalized insurance plan can help.

11/07/2024

Annuities can offer steady income during retirement. Learn more about the different types of annuities: fixed, variable, fixed index, and immediate here:

Annuities can offer steady income during retirement. Learn more about the different types of annuities: fixed, variable, fixed index, and immediate.

11/05/2024

Long-term care is a large retirement expense that’s challenging to prepare for. A long-term care insurance policy is designed to help. In honor of , message me and we can explore solutions that meet your needs.

02/24/2024

Bathrooms are one of the most popular rooms in a home to renovate. Is your master bathroom on your rehab list?

Need a Realtor or Bookkeeper?
Nathalie Geetooah your realtor from Hunt Real Estate.
We can shop for homes, air bnb homes, or a home away from home.
Contact me: [email protected] or take a look at this month promotions and bookkeeping details on my website ohheyitsmyrealtor.com.