January 10, 2017
Do you have your legal and financial documents stored (maybe stashed) in various places around your home? Some in a desk drawer? Others in your closet? Some in a safe? Even more in a file cabinet in the basement? It’s time to get a handle on all your documents and store them safely, noting the location. You can use this list as a starting point, and also as a reminder to follow through on moving any of these documents or tasks from your “to do” list to your “it’s done” list!
December 13, 2016
Would you like to make a charitable gift to help organizations or people in need; to support a specific cause; for recognition such as a naming opportunity at a school or university? Perhaps you would do it just for the tax incentives. There are any number of reasons, and life insurance can be one of the most efficient tools to achieve these purposes. So the question becomes, how does this work?
October 21, 2016
When you’re just starting out, it often seems that a dollar never stretches far enough. And with new commitments, such as buying your first home or having children, comes the responsibility to make sure your loved ones will be provided for financially, no matter what life may bring.
May 20, 2016
Not so long ago, professionals recommended that families carry a life insurance policy with a death benefit of 10 times their annual household income. Today, however, in light of rising house prices …
March 28, 2016
Have you ever thought about what would happen to your family if something happened to you? All of us have at one point or another, even if it was in the form a frantic mental love note sent to family members during bad airplane turbulence. But concern for protecting your family financially doesn’t have to turn to worry if you follow these steps.