If you read the last blog post I wrote on insurance, you understand why term life insurance is usually a better option than whole life insurance. As I covered in that post, we typically use… Read More
Choosing Between Whole Life and Term Life Insurance
One of the most frequent questions clients ask us about life insurance is what type of insurance they should purchase, whole life or term life insurance. Whole life policies are still popular among some agents,… Read More
Medicare Changes from a Fee-Only Financial Advisor’s Perspective
Generally, when we put together a financial plan for clients approaching retirement, we will split expenses into three big buckets – ongoing expenses, one-time expenses and medical expenses. The reason we break out medical expenses… Read More
7 Things to Consider if Obergefell v. Hodges Affects You
One of the bigger Supreme Court decisions in recent years was that of Obergefell v. Hodges in which the court found it unconstitutional to ban same-sex marriage. The decision was announced a little over a… Read More
Trying to Reason with Hurricane Season – Notes from a Financial Advisor
As the owner of a house on the coast – and a financial advisor – the sight of a Weather Channel meteorologist standing on a beach while being lashed by wind and rain now gets… Read More