I am at the age where I am really beginning to realize how fragile life can be at times. Recently, we learned that former University of North Carolina basketball great, Eric Montross had lost his battle with cancer and died at the young age of 52.
Read MoreThere is no doubt that pensions are an extremely important asset and making decisions regarding these plans can be daunting and stressful. This is especially true since pension decisions are irrevocable! This article addresses common questions that should be considered when making decisions about your pension.
Read MoreWe believe that life insurance serves an integral role in a family’s overall financial health. While there are many rules of thumb that attempt to give people an idea of how much coverage is necessary, we generally prefer a more strategic and quantitative approach.
Read MoreThe idea is simple—get enough life insurance to protect your family from the potentially devastating impact of an unexpected death. While the concept is straight-forward, as with many components of financial planning, deciding on the appropriate type and coverage level of life insurance is not quite that easy.
Read MoreHave you confirmed the beneficiary designations of your 401k, IRA, or life insurance policies recently? If not, you should! Find out why.
Read MoreAs with most financial matters, there is no “one size fits all” solution and this is particularly true when it comes to life insurance planning. This article addresses things to consider when evaluating the need to retain a cash value life insurance policy.
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