Financial Strategies for Families and Business Owners
In my normal day-to-day business, most of my professional (ok, personal too because I'm obsessed with, and love, what I do) conversations revolve around how to use life insurance to coordinate all of …
Continue Reading about How Much Life Insurance Should You Have? →
"I love it when a plan comes together" What if your financial plan was the A-Team? Who would be on it? Most people's financial plans only have half of the A-Team; "Howlin' Mad" Murdock and …
Continue Reading about I Love it When a Plan Comes Together →
Part 2 of 2 In Part 1, “Questions to Ask BEFORE Applying for Life Insurance” we offered some guidance on: choosing life insurance companiesevaluating types of insurancepolicy time …
Continue Reading about Questions to Ask AFTER Applying for Life Insurance →
Part 1 of 2 Nobody wants "buyer's remorse" when it comes to something as important as life insurance. And yet, it's something I hear all the time; policy owners who wish they knew what they know …
Continue Reading about Questions to Ask BEFORE Applying for Life Insurance →
Misleading risk profiles in most qualified plans can cause big problems down the road. Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and …
Continue Reading about Risk Assessment Questionnaire – Don’t Be Fooled →
Some investors mistakenly believe that bonds can’t or won’t lose money If you’ve been paying attention, you’ll know that bonds aren’t what they used to be. Values are declining, risk is up, investors …
