Category: Financial Advice
Hey Belleview — Your Auto Insurance Could Be Going Down in 2025 (If You Know Who to Call)
August 29, 2025
Hey Belleview — have you heard? After years of rate hikes, some auto insurance companies are finally lowering rates in 2025. Not every company is...
Why Divorced Parents Should Consider Life Insurance — with a Trust for the Kids 👨👩👧👦
June 20, 2025
Divorce doesn’t end your role as a parent. Learn how life insurance—set up with a trust—can protect your children’s future and ensure financial support continues,...
Car Insurance in Belleview & Ocala: What Drivers Need to Know in 2025
April 19, 2025
Written by Justin Wells Licensed Insurance Agent & Owner of Preferred Insurance, Ocklawaha, FL Veteran-Owned • Serving Marion County including Belleview & Ocala 📞 844-329-1444...
If You’re Turning 62, Read This Before You Claim Social Security — Or Risk Losing Tens of Thousands
April 4, 2025
If you're approaching retirement, one of the most important financial decisions you’ll make is when to start your Social Security benefits. Many people claim at...
Uncle Sam Is Eyeing Your IRA and 401(k)—Here’s How to Keep More of It
March 19, 2025
You’ve worked hard to build up your IRA or 401(k)—don’t let taxes eat it alive. Here’s how to protect your retirement savings and keep more...
Can Your Spouse Afford to Lose Your Income?
February 28, 2025
Most retirement plans focus on one person: you. But what happens to your spouse if something happens to you? Will they have enough to live...
The Hidden Costs of Savings and CDs Nobody Talks About
February 19, 2025
Savings accounts and CDs may seem safe, but over time they could quietly cost you thousands. Here’s how inflation eats away your future—and what to...
Turning 65 in The Villages? Selling Your Home Could Cost You Thousands in Medicare Fees
February 14, 2025
If you’re considering selling your home after the age of 63, you might want to think twice before finalizing the deal. Many retirees and seniors...
Lies and Myths You’ve Been Told About Social Security
February 5, 2025
Will Social Security be there for you? Maybe. Will it be enough? Probably not. Here are the top myths—and what you really need to know...
How to Keep Uncle Sam’s Hands Out of Your Pocket, and Away From Your DROP Retirement Money
February 4, 2025
If you’re a state employee in Ocala, Belleview, or Marion County nearing retirement, you’ve worked hard to earn your DROP (Deferred Retirement Option Program) benefits. But without...
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Home Owners insurance. My agent Ms. Rodriguez was very, nice, knowledgeable and...
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Thank you for making this very simple and easy. Also thank you for the best...
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Linda and Justin were very helpful and quickly obtained quotes for homeowners...
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If you need someone to help you through your homeowners insurance, look no...
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Andrew has been fantastic to work with. Answered every question (& there were...
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I got house insurance and auto insurathe agent was name Andrew and he was very...
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Attention to details and working hard to get the best rate for my home owners...
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Was very pleased with the reduction in my auto insurance. Very pleasant, prompt...
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They provided me with an accurate quote, in a timely manner. They were...
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Awesome service.. Highly recommend Justin
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