When we meet for the first time with prospects or new clients, it is common that they have some questions they want to ask about understanding their life insurance, while they aren’t very curious at all about disability insurance. Many people have the option to obtain this type of coverage from their employer, but don't take advantage of it and don’t seem to be as concerne
All marriages end at some point, but the most blessed ones end with the death of a spouse. If you ask any widow or widower, most will tell you they knew it would happen someday, but they never planned for it to happen when it did. When the time comes, it can be very difficult, in that moment, to think of all you need to do if you don’t already have a plan in place. Being
I have always been concerned by the fact that people in the financial services industry can call themselves anything they want, regardless of whether it accurately describes what they do or not. There are no government regulations that define what a wealth manager is and what makes one different from a stock broker, insurance salesman, financial advisor, etc.… or what functions you
I am sure everyone has seen at least one movie with that stereotypical intern who is tasked with preforming miserable and frankly degrading duties. They get paid scraps to survive and are constantly fighting an uphill battle just for the possibility of an opportunity to work their way up the corporate ladder.
Educating children about good financial behavior is one of the most popular topics on our blog and social media channels, not just because it’s so critical to do, but also because most parents don’t have the tools to know whether they’re doing a good job. For most of us, all we have to go by is