Do I Need an Estate Plan with a New Child in the Family?
May 19, 2020
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If you have children or are expecting one, you may also want to take the three big estate planning steps that we did.
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Should I Use Life Insurance in My Estate Planning?
April 17, 2020
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Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed.
Alternatives to Stretch IRA Strategies
February 27, 2020
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The elimination of the Stretch IRA is a game changer, especially for parents who were considering bequeathing savings in IRAs to their children.
Should I Buy Mortgage Protection Life Insurance?
February 25, 2020
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After closing on a mortgage, many individuals immediately begin receiving daily solicitations in the mail, urging them to purchase mortgage protection life insurance (MPI). Simply put, MPI is a type of life insurance sold by banks affiliated with lenders, and by independent insurance companies, who obtain information about a person’s mortgage through public records.
End-of-Year To Do List
December 23, 2019
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A task without a deadline is just wishful thinking. Sometimes, you can get away with procrastinating. If you never get around to alphabetizing your spices, no one’s life will change.
What’s the Difference Between Whole Life and Universal Life Insurance?
November 20, 2019
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Whole life insurance offers consistent premiums and guaranteed cash value accumulation, while a universal policy provides flexible premiums, death benefits and a savings option.
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