News

Life Insurance for Business Owners: It’s Not Just for Dead People

June 5th, 2025

Let’s get one thing out of the way: when most people hear “life insurance,” their minds immediately go to funeral expenses and sad piano music. But if you’re a business owner, life insurance is so much more than that. It’s… Read More

Long-Term Care Insurance: The Plan Your Future Self Will Thank You For

April 1st, 2025

Let’s talk about the elephant in the room. No, not inflation (although, yeah… yikes). We’re talking about something a lot of people don’t want to think about but absolutely should: long-term care. If you’re like most of our clients, you’ve... Read More

Maximizing Business Assets: What to Do with an Unneeded Life Insurance Policy

March 13th, 2025

Many businesses purchase life insurance policies to mitigate financial risks associated with key personnel or to fund buy-sell agreements between partners. These policies are invaluable when they’re needed, ensuring that a company can continue operations or complete an ownership transition... Read More

Don’t Let Your Life Insurance Lapse

February 11th, 2025

Life insurance is one of the most valuable financial tools you can own, providing protection, security, and long-term financial benefits. But as your life changes, so do your financial needs. If you have an existing policy that no longer serves... Read More

New Year, New Goals: Is Your Life Insurance Policy Fit for 2025?

January 14th, 2025

As the calendar flips to January, gyms fill up, diet plans are downloaded in droves, and fitness challenges take over social media. It’s the season of resolutions, a time to refocus on priorities and set the tone for a productive... Read More

Beyond Allocation: Unlocking Wealth Through Strategic Asset Location and Advanced Planning

December 12th, 2024

Investors often hear about the importance of asset allocation – diversifying across stocks, bonds, and other asset classes to balance risk and return. However, in an era of rising tax complexities and evolving financial instruments, one concept deserves equal attention:… Read More

Tax Loss Harvesting: A Smart Strategy for Investors

November 6th, 2024

As the year draws to a close, many investors and financial planners turn their attention to tax strategies that could help maximize after-tax returns. One of the most effective yet often underutilized strategies is “tax loss harvesting.” This technique allows... Read More

What You Need to Know Now About Estate Taxes

August 29th, 2024

Everyone loves a good sunset. However, there is one sunset that is coming at the end of 2025 that won’t be as welcome. We are referring to the sunsetting of the current federal estate tax exemption amounts to 2017. This... Read More

Let’s Talk About a Powerful Financial Tool: Life Insurance