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While we generally talk about the benefit of our clients buying life insurance policies on themselves and their spouses, we rarely delve into times when it might be appropriate to buy life [...]

Moving a trust to another state is a crucial decision that can greatly impact your financial future and legacy. Whether you’re seeking better tax benefits, enhanced asset protection, or [...]

A client came into the office the other day wanting to talk about options for getting rid of an annuity she’d purchased and then later determined she didn’t need. This happens occasionally when [...]

Join us as we explore a crucial financial topic that affects many, planning for retirement and creating retirement income you can’t outlive. We had an older couple in our office recently [...]

A lot of retirees are finding out early into their retirement that they’re facing the “gap.” This was the case with one couple that came into our office for some retirement restructuring. The [...]

Buying homeowners’ or car insurance isn’t long-term planning as much as short-term risk mitigation: the only thing you’re investing in is peace of mind, with nothing to pass down to your heirs. [...]

Life insurance is one of those things you don’t want to need, so you put off buying it. The problem is that, in the insurance industry, procrastination costs you. Medically underwritten policies [...]

An older client came to us recently looking for a way to provide for his heirs, but he thought that life insurance wasn’t an option for him because he had diabetes. A lot of people with [...]

As you would imagine, most of our clients don’t make decisions involving their money on a whim. That’s why it’s common for us to be asked to outline the advantages and disadvantages of a strategy [...]