We have many business owner clients who have purchased key person life insurance policies for their executive team over the years.  These policies protect the business and their key assets, their team.  However, many do not consider the full breadth of options later...

June 2020 A new client has several existing policies that have not been reviewed or monitored by the selling agent since they were purchased. She is a 70 year old business owner with a key employee policy, a policy that is part of a buy-sell agreement, and multiple...

With school back in session, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good time to sharpen one’s pencil for a few important lessons before heading back into the investing classroom to tackle the...

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as impactful to your financial well-being can evoke strong emotional responses from even the most experienced investors....

Now that the dust has settled on the New Year, it's always interesting to see topics that stood out in the headlines from the previous year. Donald Trump, the Russia Probe, The Las Vegas Shooting, Hurricane Irma, Harvey, and Maria, the solar eclipse, and North Korea...

You have heard us say many times the past is not prologue, what happened yesterday is not a sound predictor of what's going to happen in the future. Fresh off the New Year, you've probably heard and seen numerous financial pundits provide  their 2018 market forecasts....

Tax laws will be undergoing some significant changes with the recent tax legislation reform. Here are five items to consider doing before end-of-year: DEFER INCOME With individual marginal tax rates dropping at the beginning of the year, consider deferring end-of-year...