America’s workforce is aging. More and more of your employees’ time may be devoted to providing long term care for members of their family. This can cause them to take additional time away from work, lowering their productivity and the company’s bottom line. This has prompted some employers to sponsor long term care insurance. As [...]
Financial Preparation: Protecting, Accumulating & Preserving Your Assets
August 4, 2010 By Leave a Comment
We all have goals, dreams, and values. We may want to retire at a certain age, have a second home, pay for our children’s college education, or leave a legacy. So what planning have you done thus far? Is it still appropriate? Are there other issues you need to address? Planning is great, but wouldn’t [...]
The Need for Life Insurance… Let’s Count the Ways
August 4, 2010 By Leave a Comment
We’ve all either read stories about or know people who have died suddenly and left their families in less than ideal circumstances. Death is normally not on the top of my clients’ minds, but I want to do what I can to help make sure their families are well situated if something unfortunate should happen. [...]
What are your Options for Those Looming College Bills
August 4, 2010 By Leave a Comment
It seems like only yesterday your children were toddlers. Now they’re in elementary or middle school and you’ve begun to wonder (worry) about how you’re going to pay for their college education. To make matters worse, college costs are rising faster than the overall rate of inflation. Sure, there’s always the scholarship, but those usually [...]
How to Decide Whether to Buy or Lease a Car
August 4, 2010 By Leave a Comment
So what’s the answer? Unfortunately, the short answer is– it depends. Leasing and buying are simply two different ways of financing a car. Your decision on which to pursue is both a financial one and an emotional one. When you lease a car, you are financing its use and a portion of its cost. If [...]
How To Avoid Ten Common IRA Mistakes
March 17, 2008 By Leave a Comment
Whether you’re a business owner or an individual, investing for your and your family’s future can sometimes be a daunting task. There’s so much you need to know and a mistake can have a significant effect. To help you avoid mistakes, I’ve compiled a list of the most common ones and how you can avoid [...]
Being Prepared for the Unexpected
October 1, 2007 By Leave a Comment
You and your family likely have goals- a new car, a new home, paying for your children or grandchildren’s college education, or saving for retirement. What could keep you from reaching those goals? What are the chances of something unfortunate happening to you? Generally, we don’t like to think about unexpected events. While most people [...]
Answers to questions on disability coverage
October 1, 2007 By Leave a Comment
Whether you are a business owner or an employee, you have financial goals- a new car, a new home, a second home, paying for college education for your children or grandchildren, or saving for a care free retirement. But have you ever thought about your greatest asset? It’s your ability to work and earn an [...]
Long Term Care 101: What Families and Businesses Need to Know
August 27, 2007 By Leave a Comment
Long term care is a very important topic nowadays. With more and more families facing the challenge of caring for loved ones, there are steps their employers can take to provide the money to pay for the desired care and increase everyone’s peace of mind. Naturally, we all want to remain independent, be financially secure, [...]
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