The higher estate tax limit provided as part of the Tax Cuts and Jobs Act is due to sunset in 2025.

Social Security Maximization with Life Insurance involves using life insurance cash values to provide supplemental retirement income.

Year-end is a great time to ensure your financial strategy is in order, so you can enter the new year with confidence.

We know it can be hard to plan for the future, especially when it comes to your finances. Our financials significantly impact our minds,...

RETIREMENT | Read Time: 2 min Today’s financial landscape has a wide range of retirement investment options available. While these...

What is financial confidence? Part of emotional confidence is your sense of self and your belief that you have the qualities you need to...

In the newsletter, The Finance Fix, we'll uncover why millennials may become the richest generation in history, explore reasons behind...

Help improve someone's financial life through an introduction to Sam Lingo.

Did you know May is Disability Insurance Awareness Month? In this post, we’ll dive into how critical it is to protect your income.

Sam Lingo is an experienced financial advisor that uses The Living Balance Sheet & life insurance to create comprehensive financial plans.

Navigating the intricate world of finance can be a daunting task, especially when it comes to securing your financial future. That's...

In the realm of financial planning and insurance, finding a trusted advisor who prioritizes your financial well-being can make all the...