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The word audit usually brings to mind the IRS, filing cabinets full of receipts, and the fear that a missed digit on a tax return could cost thousands of dollars in penalties. While one survey [...]

While we have many high net worth clients, some of our clients are middle-class individuals looking to stretch out their retirement savings. The biggest disaster that group often faces is a [...]

Believe it or not, it’s easy to forget you bought life insurance. In fact, it’s estimated that more than $7.4 billion in life insurance proceeds are unclaimed. Now, considering that the life [...]

Creditors and judgments are a fact of life, especially if you’re wealthy. The more money you make, the more some people will try to get. A lot of our clients come to us looking to protect their [...]

We had a sad situation with one of our clients recently. He was just entering his golden years when he learned that he had a serious illness, the kind that would require around-the-clock medical [...]

Are you at or near the point of qualifying for Social Security benefits? If so, you may or may not need those payments to supplement your other income sources. For many of us, the focus becomes [...]

Exploring the nuances of life insurance in financial planning? Let’s dive into the differences between Term vs Whole and Universal Life policies. While term insurance serves as a solid [...]

How great would it be to get a call saying that Aunt Sara, who you haven’t spoken to in 20 years, just left you a $1 million inheritance? I’m sure you can think of a dozen different [...]