Category: Insurance

Many small-to-medium-sized business owners don’t recognize how beneficial a life insurance policy can be to the success of their business. Whole life insurance can help companies break free from traditional bank loans, benefit their employees, and gain tax advantages. In addition, whole life insurance for business owners has an advantage over many other types of insurance: […]Continue reading

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“Shirtsleeves to shirtsleeves in three generations.”   The saying is true, and the cycle is real. As the expression indicates, after the buying, the building, and the selling, there’s rarely anything left of a family’s wealth for the fourth generation. Multi-generational planning focuses on breaking that cycle by allowing your heirs to have the knowledge […]Continue reading

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Many families have plans to give their children and grandchildren financial gifts when they die, but it might make sense to gift earlier. Making financial gifts during your lifetime can significantly impact their lives, sometimes when they need it most. It also provides you with the benefit of seeing your loved ones enjoy your gifts. […]Continue reading

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You have spent your whole life organizing your legal documents, so each piece is readily available for doctors’ visits, taxes or other financial opportunities. But does your family understand where to find these vital documents in a time of need?   Utilize this checklist to create an inventory of all of your personal, financial, and […]Continue reading

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You have spent your whole life organizing your legal documents, so each piece is readily available for doctors’ visits, taxes or other financial opportunities. But does your family understand where to find these vital documents in a time of need?   Utilize this checklist to create an inventory of all of your personal, financial, and […]Continue reading

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Millennials are victims of many stereotypes, but the one that portrays them positively suggests they’re a planning generation. They research and collaborate and plan for all life’s major decisions, and their long-term care (LTC) isn’t any different. In part, millennials have learned about personal finances by observing the mistakes and shortcomings of older generations and […]Continue reading

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Candidates run campaigns on promises and plans, but that doesn’t mean they ever come to fruition. The Biden administration will maintain a Democratic majority in both the House and the Senate for at least the next two years, giving him a greater opportunity to push through his agenda. However, in light of more pressing concerns, […]Continue reading

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