Marvin H. Feldman, CLU, ChFC, RFC, President and CEO of Life Happens

Marvin H. Feldman, CLU, ChFC, RFC, President and CEO of Life Happens

Marvin H. Feldman, CLU, ChFC, RFC, is president of the Feldman Financial Group in Palm Harbor, Fla., and president and CEO of Life Happens. He is a 41-year Million Dollar Round Table member and was the 2002 president. He is a 33-year member of the MDRT Top of the Table and a past Top of the Table chairman. He also is the recipient of the 2011 John Newton Russell award, the highest honor bestowed on an individual by the insurance industry.

May 20, 2016

How Much Life Insurance Do You Really Need?

Not so long ago, professionals recommended that families carry a life insurance policy with a death benefit of 10 times their annual household income. Today, however, in light of rising house prices …

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March 28, 2016

5 Steps to Make Sure Your Family Is Protected Financially

Have you ever thought about what would happen to your family if something happened to you? All of us have at one point or another, even if it was in the form a frantic mental love note sent to family members during bad airplane turbulence. But concern for protecting your family financially doesn’t have to turn to worry if you follow these steps.

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March 15, 2016

Are You Paying the Kiddie Tax?

The kiddie tax is a tax rule that is levied on unearned income (interest, dividends and capital gains) earned by children under the age of 19 and full-time college students under the age of 24. For 2016, all of the child’s unearned income in excess of $2,100 is taxed at the parent’s tax rate.

In 2016, the only way that college students under age 24 will be able to avoid the kiddie tax is if they provide over half of their own support from …

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January 26, 2016

The New Retirement: 3 Things to Think About Now

If you think your retirement is going to look like your parents’ or grandparents’ retirement, think again. Here are three things you should be considering:

1. The Bank of Mom and Dad won’t always be open. There are two sides to this. If you’re currently supporting your adult children, you’re not alone. According to a BMO Wealth Institute study, 81% of parents say they have provided their adult children with some financial support. However, you’ll want to evaluate if that’s possible to sustain in the long-term. Ask yourself: Will helping my adult child (buy a house, afford a vacation, transition to a new job …) put my own financial future in jeopardy?

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October 28, 2015

7 Sports That Make Getting Life Insurance Hard (or Impossible!)

One of the questions I’ve received over the years is “Will my sport cause me problems in purchasing new life insurance?” The answer in most cases is no, but there are some hobbies that may be a problem for the underwriters in the insurance company.

Here is a list of seven high-risk sports that are problematic when it comes to getting life insurance.

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