For those of you who filed on time, tax season is over and it’s time to get your financial house in order. I have included a checklist below for 10 steps to take now to…
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Disability Insurance – “What’s that?”
Every toddler-aged child loves to point and say, “What’s that?” Unfortunately, I hear that a lot from clients also when the discussion of disability insurance comes up. Everyone typically understands the importance of life insurance…
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The Emotional Investor
I like to keep in-mind the beginning of Rudyard Kipling’s famous poem ‘If’ as I lead investors through weeks like last week: “If you can keep your head when all about you are losing theirs…
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Think A Cash Value Life Insurance Policy Is A Good Idea? Think Again.
Many times after I complete an insurance analysis for a client and it’s time for them to purchase a policy, they will ask me, “Can we just buy the policy from you?” The answer is…
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Deal Sites: Are All Deals Good Deals?
Guest Blog Post from Angie Chladek, SVP Marketing and Communications The recent craze of Groupon, or deep discount-type websites, really piqued my interest in the beginning. I was blown away that they could discount products…
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