Financial Blog Posts

Many of us find charitable giving a meaningful way to make a positive impact.  It is also an important component of financial planning.  Below are various smart ways to give to charity.  Before giving to any charity, we advise you to confi... Read more

Long-Term Care Insurance provides funds to help you cover long-term care costs in the same manner Health Insurance provides financial coverage for doctor’s visits and hospital bills. However, it is very important to understand that Long-Term Care I... Read more

Yes, you can sell your life insurance policy! 500,000 seniors a year “lapse” their life insurance policies….walking away with nothing. Why? Because they don’t know they can sell their policy for a lump-sum in cash. All types of policies can be so... Read more