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When is the “Right Time” to Retire?
March 25, 2018

Most of us dream of retirement, but those dreams start to feel like a looming reality in our late fifties and into our sixties. At that point, you might begin to feel a bit of anxiety, because you’re not sure when is the exact “right” time to retire. This list…

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How to Use Life Insurance to Hedge Against Taxes
March 19, 2018

We often remind our clients that life insurance can provide much more than simple replacement income in the event that you pass away unexpectedly. Yes, this is perhaps the most common use of life insurance, but it certainly is not the only one. Life insurance can provide a creative solution…

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How to Use Life Insurance to Equalize Inheritance
March 12, 2018

We often think of life insurance in very simple terms. We assume that the entire point is to ensure that our loved ones are financially safe, in the event that something happens to us. So, we tend to look for a life insurance policy that will adequately replace our income…

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5 Ways to Prevent Social Security Theft
March 6, 2018

We often remind our clients that waiting a bit longer, past full retirement age, can help them claim a larger monthly benefit check from Social Security. In many cases this is a smart plan. However, if the wrong person gains access to your Social Security number and realizes that you…

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Watch Out for These Life Insurance Scams
February 26, 2018

It is a sad fact of life that there are some people who prey upon retirees and even bereaved families. These con artists often target life insurance plans, so we felt it was important to warn our customers of some common scams in circulation. Phony life insurance payouts. Imagine that…

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Ask These Questions Before Claiming Social Security
February 19, 2018

Like most people, you will count on Social Security to provide a part of your income in retirement. But signing up for benefits is generally a bit more complicated than most people think, and there will be plenty of opportunities to make mistakes. Before you claim your benefits, make sure…

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