Newsletter

Search by Category

Preparing for a Market Downturn

With market indexes consistently flirting with all-time highs in recent months, many investors are starting to wonder if and when a downturn in the markets will hit and what to do when prices begin to fall…

Borrowing Against an Insurance Policy

A benefit of purchasing permanent life insurance is the ability to take out a loan against the policy in the event of a financial emergency. Whole life and universal life insurance are types of permanent life insurance plans that…

Why Create an Estate Plan?

How can one reduce strain on family relations when it comes down to who keeps sentimental family heirlooms, investments, cars, homes, and other valued assets? Having worked hard your whole life to accumulate assets and wealth, now how…

Life Insurance Decisions Made Easy

Making choices for your life insurance coverage can be uncomfortable. It makes us realize that life is finite, and this can be scary.However, choosing the best life insurance policy allows you to plan for taking care of your loved ones and to have…

Steps of Retirement Planning

There is no express highway or fast lane to take you directly to retirement. Preparing for any long-term journey requires a road map so you can plan the most expeditious and dependable route to reach your goal. Retirement planning is no different…

Budgeting and Self-Funding Retirement

As we begin the New Year, people often reflect on the past year and what could have been done better. Then we look to the beginning of the year with optimism and thoughts about what we would like to accomplish.Unfortunately, most Americans…