Posts tagged Financial Planning
Are Two Incomes Always Better Than One?

Our culture and society may change slowly, but they do change. More families today feel less social pressure for both spouses to be employed outside the home. With the cost of childcare climbing ever higher, some begin to see the decision to stay at home as a strategic choice that makes financial sense.

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I Have Enough in the Bank. Why Should I “Waste” Money on Life Insurance?

Let’s face it – no one likes to pay insurance premiums. While we may experience moments of gratitude for having health insurance coverage, fire and flood insurance, or car insurance, many people dream about the day when they will finally be wealthy enough to just forget about insurance altogether. After all, if you have enough money in the bank to take care of life’s curveballs, why give any of it to the insurance company?

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7 FAQs on Required Minimum Distributions

It is that time of the year again when our team is fielding questions from clients and prospects who are confused about Required Minimum Distributions (or RMDs). As with anything that needs an abbreviation and relates to government regulations, misunderstanding abound.

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Financial Planning 101: Know What You Want

If you are thinking about a financial plan, start with some soul-searching.

Simple automated retirement calculators are everywhere these days. Just run a quick Internet search, and the tools might just convince you that financial planning is all about filling in the blanks.

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