Can You Have Too Much Life Insurance?
Everyone makes mistakes. Heck, I make them all the time! I’ve been doing a number of financial plans lately. Within each financial plan I review life insurance needs as a part of the risk management section. Lately I’ve found many very... Read More →
Facing The 7 Biggest Money Fears This Halloween Part 2 of 2
In Part 1 of Facing The 7 Biggest Money Fears This Halloween, we faced: Fear of Never Getting Out Of Debt Fear of Reviewing Bills and Bank Statements Fear of Losing Your Job Wow! Pretty spine tingling stuff. Now we’ll... Read More →
6 Must Have Insurance Policies
Protecting wealth is probably just as important as creating it. Insurance remains a crucial part of a well thought out wealth strategy. Poor planning in just one of these areas could be detrimental to your long-term wealth. It will only... Read More →
7 Ways To Leverage Your Tax Refund Into Something More
As I write this, today is the day for me to go file my annual taxes. For me it’s an event that always has a certain degree of anxiety and frustration. Getting all the docs together, then having to hear... Read More →
10 Simple Rules For Building Wealth-Part 2 of 3
In Part 1 we covered the first three rules: 1. Have a Plan 2. Live Below Your Means and 3. Control Debt. Here is Part 2 of my 10 Simple Rules For Building Wealth. 4. Don’t Procrastinate. Many people procrastinate... Read More →
I Don’t Need Long-Term Care Insurance…Think Again
Over the last week, I’ve had two clients that had to deal with the massive expense of Long-Term Care. This post will be about the two different experiences they both had. In both cases, I discussed the need for Long-Term... Read More →