Dec 7, 2013 | Blog, Estate Planning, Insurance, Life Insurance, News
I’ve reviewed over two dozen life insurance policies this year. Aside from the big problems I currently see in cash value policies, beneficiary designation is important because a mistake can be costly. Perhaps because so much thought, energy, time and money is spent...
Dec 28, 2011 | 401k, Blog, Estate Planning, Fiduciary, Financial Plan, Insurance, Investments, Long-Term Care, Retirement Planning, Self-Employed
For 2012, I’ve put together a checklist to help you take a deeper look at your financial picture, address a few important areas of financial planning, as well as provide you with some suggestions for the new year. The Basics ¨ Create a Financial Plan. By...
