Insights

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Money and the Married Woman: Financial Planning For The Future

I was surprised to read a report that revealed several tendencies regarding the financial situation of older widows or divorcees. The report stated that 56% of married women leave all of the financial planning and investment considerations to their husbands. 56% You might think that this type of situation would be changing with younger couples....

Fred Flintstone’s Lessons on Life Insurance

Before he became a famous television star, Fred Flintstone had a career hunting saber-tooth Tigers. It was very risky. The worker’s comp was so expensive he couldn’t turn a profit. Frustrated, he decided he wanted to go into a career that eliminated risk, so he went into the life insurance business. Life insurance policies had...

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Life Insurance Maintenance

We all know that feeling. That sinking feeling, where something unexpected pops up in front of you and tries to ruin your day. Well, some of those things are more serious than others and, of course, I have a couple of examples for your consideration. What does life insurance have to do with the battery...

Why Executors Need Documents

“You’re my executor.” Over the years, many trusted family members and friends have heard these words. It’s one of the first steps when securing an estate plan, and also one of the most important. Having a competent executor, (or trustee) after all, helps to manage your clients’ affairs and wishes according to their directions. But...