The COVID-19 pandemic has a lot of people considering whether they have enough life insurance. While the risk of dying from the novel Coronavirus is relatively low, daily news coverage reminds each of us of our Continue Reading
With 2019 in the rearview mirror and 2020 upon us, now is a great time to reflect on your goals and progress toward them. Common resolutions include goals related to health, fitness, and finances, but the new year Continue Reading
Bringing a new baby home from the hospital or adopting a child is an exciting time. There are a lot of new things to remember and think about. What many new parents don’t think about, in-between diaper changes and 2 Continue Reading
The month of September has been designated “Life Insurance Awareness Month” by LifeHappens.org, a nonprofit organization committed to helping people across the United States understand how life insurance and other Continue Reading
When it comes to life insurance, there are two basic “flavors”: Term Insurance and Permanent Insurance. There are also more complex hybrid products, including the topic of this blog post, indexed universal life Continue Reading
Using Insurance and Buy-Sell Agreements for Businesses. It is important to put some thought and planning into protecting your loved ones from the financial hardship they could face if you were to die prematurely. If Continue Reading
Trusts come in a variety of “flavors,” with different types of trusts serving different purposes in estate, tax, and charitable planning strategies. Irrevocable Life Insurance Trusts, often called an “ILITs” for Continue Reading
You may already know that life insurance proceeds generally pass to your named beneficiaries without income taxes. So, if you have a $100,000 policy and name your spouse as the beneficiary, your spouse will receive Continue Reading
If you aren’t sure you have a good understanding of long-term care insurance, you aren’t alone. It can be a complicated insurance product. Making things even more complex, you have several options when it comes to Continue Reading
There are a lot of different financial vehicles you can use to save for your retirement, including employer-sponsored retirement plans, traditional investments, life insurance, and more. One popular choice that many Continue Reading
