Coaches Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Share | Related Content What Do Fine Wine and Financial Planning Have in Common? Do you love wine? Next question: Are you financially confident? This one is a little harder to answer, right? Life Insurance for the Financially Independent Life insurance has a role regardless of how financially independent you are Immediate vs. Deferred Annuities Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.