Retirement Can Mean Different Things for People
Retirement can have many different meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable […]
Needs vs Wants: People Move in the Direction of their Wants
Life insurance has historically been sold by the life insurance carriers as a “need” product. They start by offering a “needs analysis” which looks at a family’s needs and obligations, and then they subtract their liquid assets to […]
Asset Allocation is a Critical Building Block when Creating a Portfolio
If you live in or have visited a big city, you’ve probably run into street vendors—people who sell everything from hot dogs to umbrellas in carts—on the streets and sidewalks. Many of these entrepreneurs sell completely unrelated […]
How much do you know about one of the most important tools you have to help protect you and your family’s financial future?
Life insurance is a key risk management tool that can help you pursue your financial dreams and help protect the ones you love. It also can be pretty complicated. See where you fall on your understanding of […]
Tax Time is a Great Time to Review
Every year, about 140 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software […]