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Life Events
Every stage of life has its own financial needs and concerns. The life events on this page can help you target the key financial strategies and issues that are likely to be most important to you in this stage of your life.

Got a question that involves number crunching? Use the calculators on this page to find the mathematical answer to the most commonly asked number-crunching questions, and see your inputs displayed next to the graph, chart, and/or table output in a side-by-side display.

The newsletter articles on this page provide valuable information on timely and interesting financial issues across a variety of subject areas, including retirement, investments, personal finance, annuities, insurance, taxes, college, and government benefits.

Market Summaries
The market summaries on this page are available in weekly, monthly, quarterly, and annual editions, and also include a video, multimedia version of the monthly, quarterly, and annual editions. Market summaries contain information on the Dow, S&P 500, NASDAQ, Russell 2000, Global Dow, Federal Funds interest rate, and 10-year Treasury yields, along with highlights of recent events important to the markets and future dates for key data releases.

Video Alerts
The videos on this page are short, multimedia pieces that highlight recent developments, new legislation, and cutting edge information across a variety of financial subject areas.

The seminar videos on this page are professional, multimedia mini-presentations that provide a broad overview of the most important financial planning topics. Use them as a springboard to learn more.


Herb Lively Insurance is a business-to-consumer insurance agency that delivers web-based insurance information to individuals, families, and small businesses who are in need of insurance information. Our integrated suite of online services facilitates a comprehensive search and review of leading insurance companies.

Herb Lively Insurance is not owned by any insurance company, therefore we provide objective information to consumers and small business owners, helping them make informed decisions about their insurance needs.



Check the background of this financial professional on FINRA's BrokerCheck.