Insurance

Four Surprising Ways to Pay For All That Holiday Shopping

Let me guess…you haven’t even gotten your credit card statement, but you already know it’s going to be ENORMOUS. And you’d like some ideas for finding some extra cash to pay the proverbial piper. I have some ideas. Try looking in your banking app, your desk drawer, at your pay stub, and even in your […]

Four Surprising Ways to Pay For All That Holiday Shopping Read More »

When is It Too Late to Buy Long-Term Care Insurance?

Someone recently asked, “If I’m already retirement age, is it too late—and too pricey—to consider long-term care insurance?  What I thought was, “It depends. How lucky do you feel?” What I said was, “I recommend you plan like a pessimist so you can live like an optimist.”  Here’s why I answered that way: When we

When is It Too Late to Buy Long-Term Care Insurance? Read More »

How to Ensure Your Family Business Survives

Most businesses in the U.S.—in the world, for that matter—are family businesses.  Small, family-owned businesses are the engine of growth and job creation in this country. Therefore, it’s in everyone’s best interest to see them thrive. Unfortunately, about 70% not only don’t thrive—they don’t survive past the first generation! Fully 95% fail to make it

How to Ensure Your Family Business Survives Read More »

Scroll to Top
Speak with an Advisor