Setting up the Gift of a Lifetime
One idea that we would like to share with the advisors we work with is a concept that many people have found to be worthwhile. We call it, Gift Of A Lifetime or GOAL.
The Rock and the Ripple
That ripple effect is an analogy I want to utilize in our discussion about what happens to a family when they properly protect themselves with permanent life insurance – and in particular, whole life insurance.
Why Do Wealthy People Need Life Insurance?
Why would well-educated, smart, successful, wealthy people buy life insurance? If somebody dies, there is plenty of money for the family. Life insurance for the wealthy is a tool with a multitude of uses.
The Term Life Insurance Convertible
We’re going to talk about some provisions of the term life insurance policy that many people have.
Have You Planned for Your Retirement? Part 2
As outlined in Part 1, given all the factors that need to be considered in order to plan for your retirement, there is really no way to determine what is the exact right amount of money. There are, however, certain things that you can do to position yourself in the best possible way.
What is Your Bathtub Test Score?
The bathtub test: It is time to get serious about what’s going on with long-term care.
529 Alternative
Today, most people are saving money for college, using 529 plans. 529 plans have some nice tax benefits and some great advantages. These plans have become the most popular way people save money for college. Today we want to introduce to you an alternate way to save for college.