Whole Life Insurance … Love It or Leave It?
Low interest rates can be bad news for these types of policies. Here are 3 reasons why now is a good time to review your policy with an in-force illustration from the carrier.
You Received Unemployment Benefits During COVID-19. What Does That Mean for Your Taxes?
Receiving unemployment compensation is a huge help. But an unexpected tax hit? Not so much. Here, we go through 3 ways you can take control of your taxes if you claimed unemployment benefits during COVID-19.
Estate and Financial Planning Ideas in a Low Interest Rate Environment
Making lemonade out of lemon: Stock market volatility and low interest rates create estate planning opportunities.
Kiplinger's Article: Do-It-Yourself Index Funds: A Smarter Way to Own the Index?
Index funds are easy, but when you buy them you are giving up your chance to take an important tax break. Here's how to create a better index fund.
Understanding Buffered Structured Notes - Capturing some upside without all the downside
Buffer notes are a way to invest for some upside while limiting your downside. Do they make sense? What are the disadvantages? Here's what you need to know.
5 Bear Market Lessons Learned from 20 Years as a Financial Adviser
When stock markets are tanking, jumping, shaking and diving, here's what works for investors and retirement savers, and what doesn't.