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When a Minor is a Beneficiary

By | 2017-11-20T15:20:44+00:00 July 21st, 2015|Financial Article|

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 [...]

When a Windfall Comes Your Way

By | 2017-11-20T15:21:00+00:00 June 20th, 2014|Financial Article|

What do you do with big money? A first-world problem, and nothing more? Not quite. Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you resolve anxieties about [...]

Coping With College Loans

By | 2017-11-20T15:21:01+00:00 May 7th, 2014|Financial Article|

Paying them down, managing their financial impact. Are student loans holding our economy back? Certainly America has recovered from the last recession, but this is an interesting question nonetheless. In a November 2013 address before [...]