Blog Posts

In our discussions with clients, the term “wealth” has always been tossed about somewhat loosely. We talk about building wealth, wealth management, wealth enhancement, and wealth preservation and wealth in general as if it were universally understood.

The decision to buy life insurance is one of the most critical decisions we make, which is why the decision as to which type of life insurance policy to buy can be just as critical. You can’t really try on a life insurance policy, so the one you choose needs to fit you like a glove from the outset.

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other. But retirement is a decision that should be carefully thought out. Here are some things to consider when deciding whether to retire at the same time as your spouse.

What to do when Your Adult Child Comes Looking for a Loan

It’s an unfortunate sign of the times as an increasing number of adult children, caught in the convergence of a sluggish economy, a slow job market, and tight lending, are turning to the Bank of Mom and Dad for financial help.

Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule, however, when the structure and features of whole life insurance are fully understood, a fair-minded person would see that it offers affordability and flexibility along with unmatched long term security.  When whole life premiums are clearly explained, it becomes

As investment options continue to expand and competition for investment dollars increase, the mutual fund industry is coming under increasing scrutiny for the expenses charged in many mutual funds.