Blog
Blog
Your Questions Answered: Should I Cash Out A Savings Bond?
I received an e-mail from the son of a client asking me, “Should I cash out a savings bond that I just found out that I own?” First things first, what exactly is a savings bond? Well, it's basically a loan you give to the government. In return, they pay you interest...
Your Questions Answered: Should I Replace My Expiring Term Life Contract
My Term Life Policy Just Expired. Do I Replace It? Matt and Beth are long time clients that both purchased twenty-year term life insurance contracts twenty years ago. In a recent meeting they noted these policies were winding down and asked if they should buy another...
Think About Habits When Setting New Year Resolutions
Here’s a resolution that could help you achieve more in 2025: No more resolutions…
Advice For Life
Three Steps to Balancing Today with Tomorrow
The challenges of the last couple years have filled many people with uncertainty about the present and concern for the future.
Turn Your Retirement Puzzle into a Plan
If you are considering taking this important step, you have nothing to fear.
Could a Career Pivot Increase Your Return on Life in 2022?
Due to the Great Resignation, demand for top workers is at an all-time high. That’s a major challenge for employers …
SMI Transition Planning
Guardianship and Severe Mental Illness
In an earlier post we discussed the importance of choosing the right person or people to be your child’s Advocate when you are no longer around.
Care Management Services
In an earlier post we discussed the importance of choosing the right person or people…
Resource Planning – The Financial Analysis Part 3
Resource planning for your child after you are gone is a straightforward process.
Every month, Paul shares his thoughts, stories, and wisdom.