That’s the wrong question. Life insurance is not for you, it’s for someone else. A better question to ask has two parts: “Who would suffer financially if I die and How much life insurance would sustain them in my absence?” The first part is...
Just for fun I was trying to figure out how to make my kids millionaires by the time they retire, for the least amount of money out of (my) pocket. They are young, so time is on their side. Gina is 16 and Anna 14, so they have ample opportunity to make use of...
Free Strategy Session and Retirement Blueprint I coined the phrase “clarity is comfort.” When you’re clear about where you are and where you’re going, comfort follows. My no obligation, Free Strategy Session and Retirement Blue Print is designed for clarity. The...
3 Strategies for Preserving Wealth in Retirement What if the market tanks? What if I get sick? What if I get sued? How can I protect my nest egg? Those nagging questions can be a huge distraction in an otherwise great lifestyle. You can’t control the market’s ups...
4 Steps to be Sure Your Loved Ones are Well Cared For Planning your estate can be daunting, but it doesn’t have to be. Many estates are not particularly complex, but the planning is psychologically draining. You need to make decisions about who will receive your...
