Announces Steps to Consider When Planning for the Future

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Jonas Insurance Advisors announced the importance of planning for the future, as well as gave its list of 3 steps to take to plan for and achieve goals. This list comes in the wake of a September 7th CNN news article, titled “After Wife of 63 Years Dies, Man Catches Date with Second Love."

Following CNN’s September 7th article titled “After Wife of 63 Years Dies, Man Catches Date with Second Love”, Jonas Insurance Advisors encouraged readers to plan for the future, taking long-standing dreams into account, as well as the unpredictable nature of life. The article discussed a man’s trip to see his favorite sports team for the first time following his wife’s death. Rather than waiting for a life-changing event to motivate oneself, urged readers to plan ahead and chase their goals throughout life.

Marlena Baldacci composed the abovementioned article, detailing the heartbreak and hope of a Florida native named Allan Munroe. Munroe, an avid Red Sox fan, lost his wife to lung cancer in May. Due to the advanced stage of her sickness, Munroe was unable to leave his wife’s side until her death. He, himself, is in the beginning stages of dementia, and recently had to have his hip replaced. His daughter, recognizing his love of the game and the inability to get there himself, organized an online fund-raising campaign to pay for her father’s trip, allowing him to experience one last “date” with his second greatest love: Red Sox baseball.

Munroe’s story is not an uncommon one; life gets in the way- whether it is illness, age, or a simple “I’ll get to it later” mentality- preventing countless numbers of Americans from chasing their dreams and goals. encouraged readers to avoid this trap using these three simple steps:

1.    The first step is to write out goals and dreams. Rather than simply jotting them down on a spare piece of paper, consider holding a family meeting, and take a few hours to really think about goals for the future, both individual and family goals. Goals may vary from dream vacations and expensive hobbies, to where to live, what career path to take, whether to become an insurance agent who sells auto insurance or an agent who sells life insurance with no medical exam required. The list of one’s dreams can be endless. Make sure to hone in on the ones that have the highest importance.

2. After writing a list, the second step is to develop a budget with these goals in mind. Though the budget may not call for a significant savings toward realizing these goals, consider starting small; save 10-30 dollars per paycheck and set these funds aside. Over time, these small contributions add up.

3. Finally, the third step is to track progress. Set aside some time once per month, or once every three months to track any progress made on goals. If none has been made, make a plan to work harder toward a single goal. If some progress has been made, identify what has been working for the family and see if any changes can be made to maximize the progress that has already been achieved.

Marlena Baldacci is a news writer for CNN. Her work focuses on the state of Florida, encompassing a wide range of local news, including weather, deaths, and more lighthearted pieces, such as a recent piece discussing a family’s experience with a bear. Baldacci has been working for CNN for over 2 years.

Following an article discussing a Florida man and the second love of his life- baseball, advised readers to put time and effort into setting goals and ultimately chase after them. Though it is easy to let the stresses of life get in the way of accomplishing the dreams- so often dreamt in young adulthood- these goals and dreams are not incapable of being accomplished. Using’s three simple steps will assist families in traveling closer to their goals. The goals may be summed up in three words: write, budget, and monitor. When a person is thinking about the future and contemplating the end of life, a pause can be taken to think not just about themselves, but also about those around. We encourage people to learn more about life insurance through reading this page entitled Life Insurance No Medical Exam.

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