15 Mistakes Smart People Make in Retirement
I think the following article, by Cameron Huddleston, has some really good information for everyone regarding various aspects of financial planning. Please feel free to pass it on to others. 15 Mistakes Smart People Make in Retirement Neglecting to plan for...
A Wise Alternative to the Market
With presidential campaigns already underway and the stock market firmly in bear territory, a lot of conversations these days revolve around politics and the economy. Many people's 401K’s, and other non-qualified investment vehicles, have dropped dramatically...
Scott Boyer – Featured on BookDaily.com
As many of you know, Scott, in our office, is an aspiring author, with two self-published books and several more on the way. Today, Scott was chosen as the featured author of the day by BookDaily.com . His article, entitled “What To Do With Your Deleted Scenes” was...
The 5 Most Common Life Insurance Mistakes
The 5 Most Common Life Insurance Mistakes Only Having Coverage Through Work Most group policies only cover you while you are employed with that company. What if you get sick and go on disability or unemployment? Will you lose your life insurance when you need it...
Five Myths about the Affordable Care Act and Midsize Businesses
Here's an informative article by David E. Williams that dispels five common myths about the Affordable Care Act and Midsize Businesses: Five Myths about the Affordable Care Act and Midsize Businesses Many businesses are struggling to understand and comply with the...
Help Clients Assist Senior Parents with Money Matters
Here's a meaningful article by Steven M. Greenwood that provides tips on how to help elders with money matters: Help Clients Assist Senior Parents with Money Matters As life expectancies increase, helping senior parents manage their finances becomes more and more...
Credit Shelter Trusts – To “B” Or Not To “B”
Here's an interesting article by Tom Virkler: Credit Shelter Trusts - To "B" Or Not To "B" Let’s talk about federal estate taxes. Back in the old days the first spouse to die had to use the lifetime estate tax exemption at death or lose it. In the discussion that...
Four HUGE Estate Planning Mistakes
Here's an informative article by a friend, Steven M. Greenwood, about common mistakes in estate planning and how to avoid them. There are a lot of mistakes your clients can make in estate planning. A lot. Bad planning can result in your client failing to protect her...
Meet the 10 Worst Life Insurance Clients in the World
Some people are hellbent on voiding their life coverage. Click below to see just a few of those people. Meet the 10 Worst Life Insurance Clients in the World Yikes! Don't try this at home.
When was the last time you reviewed your life insurance policy?
When was the last time you reviewed your life insurance policy? Rates and products are constantly changing, which is why we recommend that you meet with your insurance agent once a year to eliminate any gaps in coverage and be sure you are not overpaying for your...