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Commentary 2018-04-12T15:18:33+00:00

Are You Covered?

Life insurance is for life happens

What will your family do when “life happens?” Working in the settlement planning field for almost 20 years, we’ve seen practically every dire situation happen to families. Less than one percent of these families were financially prepared for it. Life insurance may be the most misunderstood and underappreciated financial security blanket.

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Saving Now for Later

The financial abcs of preparing for retirement

Having an expert on your side is always a good idea. The right financial advisor can make the difference between a comfortable retirement and not being able to retire at all. Be careful to do your homework when selecting an advisor. Anyone can call themselves an advisor, so make sure they have the right credentials. At a minimum, your advisor should be a Certified Financial Planner (CFP). This status is awarded by the Certified Financial Planner Board of Standards and must be maintained by the advisor through ongoing education.

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“Your assumptions are your windows on the world. Scrub them off every once in a while, or the light won’t come in.”

Isaac Asimov

“The man who never alters his opinion is like standing water, and breeds reptiles of the mind.”

William Blake