The Ransomware Threat

Cybercrime has reached a new level.
By |July 5th, 2017|Finances, Financial Article, Financial Planning, Live Invested|
  • when a minor is a beneficiary

When a Minor is a Beneficiary

Some factors for parents & grandparents to consider.

Naming a minor as a beneficiary brings up a major concern. If parents or grandparents make a child a primary or contingent beneficiary of an insurance policy, IRA or investment account, they should be aware that most policies and investments will not directly transfer to a minor. They […]

By |July 21st, 2015|Financial Article|

Major Risks to Family Wealth

Will your accumulated assets be threatened by them?
All too often, family wealth fails to last. One generation builds a business – or even a fortune – and it is lost in ensuing decades. Why does it happen, again and again?

It is because families fall prey to serious money blunders – old and new. Classic mistakes […]

By |October 5th, 2012|Estate Planning, Financial Planning|

How LTC Insurance Can Help Protect Your Assets

Create a pool of healthcare dollars that will grow in any market.

How will you pay for long term care? The sad fact is that most people don’t know the answer to that question. But a solution is available.

As baby boomers leave their careers behind, long term care insurance will become very important in their […]

By |November 10th, 2011|Financial Article, Financial Planning, Insurance Planning|
Load More Posts