November 12, 2021
Life insurance comes in many different shapes and size to meet different planning needs. It is important to understand the different…
November 1, 2021
With inflation on the minds of many investors, how do you protect against those risks, and what top strategies could help…
October 12, 2021
According to a recently published Kiplinger article, American retirees are experiencing many unexpected changes during their retirement. The most notable include:…
October 1, 2021
According to our clients there are four top reasons that people decide to sell their life insurance policy in a life…
September 17, 2021
Selling your life insurance policy is safe and a sound financial planning tool. The life settlement market grew more than 80%…
August 1, 2021
Life insurance policies are a valuable asset. Like any asset, they can be sold when they no longer serve the needs…
July 2, 2021
Have you ever thought that your life insurance policy is no longer needed or too expensive to maintain? If so, you are not alone. Did you know that you have the option to SELL your policy for the real market value, rather than simply lapsing the policy or surrendering the policy back to the insurance company?
June 7, 2021
It’s an unfortunate situation that we face from time-to-time, something unexpectedly happens that has a negative impact on your life. How should one prepare for handling these difficult and unexpected (but inevitable) situations? What tools should we have in our “toolbox” to help us handle these “curves in the road” that come up from time to time? As we develop these skills and make ourselves prepared for the events, we can, at least, handle these situations with more confidence.
April 27, 2021
Many seniors will need short- or long-term care at some point in their lives. Seniors have many different options available for senior living and/or long-term care. There are also many different ways to qualify and pay for these care options. While these choices and options can seem overwhelming, seniors will be able to analyze their situation and take their preferences into account to find the best care alternative. Below, we review the five stages of long-term care to help guide the choices available.
April 5, 2021
Estate planning is a complex task that many people put off until it’s too late. There’s a good reason for this: it can be an emotional and arduous process to make decisions protecting your loved ones, personal values, financial assets, and more. But if you want to give yourself peace of mind, or ensure the care of someone you love after your death, it’s time that you face this challenge head-on.