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Single Mom Living Paycheck to Paycheck
Single motherhood is a common situation in the United States. About 20% of children live with a solo mom, and around 30% of these single mothers live below the poverty line. Figuring out how to not only make ends meet but to plan...
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Market-Based vs. Promise-Based
When it comes to investments, you have a choice of market-based or promise-based assets. Both options have their own distinct pros and cons, and the best portfolios ultimately have a little of each. Here's what you need to know to make...
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We're Getting Married, Now What?
Finances are a major consideration in any marriage partnership. In one study, 41% of respondents said that financial anxieties impact their relationships with their spouses or partners at least some of the time. A fifth of the...
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Financial Problems Young Professionals Encounter
Young professionals are in a unique situation. While they may have stable finances, they have a lot to think about in terms of the future. We recently helped one of our clients tackle the big question of where to settle, eventually...
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A strong financial history can make a difference
Deciding to protect your income is a significant step to help ensure a financially confident future for you and your family. After all, income is the foundation of any sound financial plan and disability insurance is an important...
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Protect the business you’ve built
As a business owner, you have the responsibility of making daily decisions that can determine thefuture of your business and your employees. Protecting your business and your livelihood from “whatif” moments like a...
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White-collar professionals: protect your earning power
As a white-collar professional, whether you are an accountant, an attorney or even an engineer, youhave made your education and professional career a top priority in your life. That’s why protectingyour earning power is critical,...
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Consider a holistic strategy that can help offset your life and disability premiums
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Am I Maximizing My Policy Benefits?
There are some insurance policies you never want to use—like property and casualty or disability insurance—you establish them in case of emergencies, but if life went as planned, you’d probably rather these policies...
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I Don't Qualify for Coverage
If you’re a physician—or any specialized professional, for that matter—you know how valuable your ability to do your job is. When you train for years to fill a specific position, career changes aren’t usually...
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How Do I Know Who to Trust?
Discussing finances isn’t always easy. Sometimes people are embarrassed about debt, uncertain of their knowledge, or just aren’t ready to tackle tough “what-if” topics. Your finances are deeply personal, so it...
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