You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
This quarter’s education series is Financial Considerations Upon Retirement. The first post addressed cash flow and taxes. Now we're turning our attention to one of the biggest worries in retirement — the cost of healthcare and other types of insurance. Insurance...
This is the second in a three-part blog series related to financial items to consider if your spouse passes away. This post takes a look at insurance and cash flow. Part 1 focused on financial issues related to estate settlement. Future topics will include taxes,...
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
A common question we help our clients answer is how much life insurance they really need. It’s not an easy question to answer, because there are a lot of things you need to consider. Is the employer-provided insurance that is part of your benefits package enough?...
When discussing life insurance with our clients, one of the most common questions we hear is “Should I buy a term policy, or a whole life policy?” The question certainly isn’t confined to walls of our conference room. The “term versus whole” debate is a hotly...
