Posts Currently viewing the category: "Financial Planning"

Disability insurance addresses lost wages that stem from an inability to work. Long-term care insurance, in contrast, addresses expenses associated with medical care provided to you in your home, a nursing home, a rehabilitation center, or an assisted living facility. Disability insurance policies may address either short-term or long-term needs for income…(Read More)

If ever there were an appropriate analogy for how to invest for retirement, it would be the classic fable of The Three Little Pigs. As you may recall, those three little pigs tried three different structures to protect against the Big Bad Wolf. Similarly, there are at least three kinds of “building materials” that investors…(Read More)

ETFs Vs. Mutual Funds

Ali vs Frazer. Magic vs Bird. McEnroe vs Borg. All three have brought endless hours of debate on who is superior. As of the last decade in the world of finance that rivalry has been ETFs vs. Mutual Funds.  ETFs track an index, such as the S&P 500 or the Dow Jones Industrial…(Read More)

7 Reasons You Need Life Insurance

Benjamin Franklin once said, “Nothing is certain except death and taxes.” Franklin was wise beyond his years by stating that back in 1789, the quote is still true today.  No one wants to talk about taxes and certainly not death but both inevitably happen. The conversation with loved ones surrounding death can become awkward &amp…(Read More)

Is It Ever Too Late to Save for Retirement?

Can I ever retire? How am I going to be able to afford retirement? Two questions that may be running through your mind — especially if you’re nearing retirement age.  LeBron and the Cleveland Cavs didn’t lose hope in the NBA finals from what has never been done before with such a deficit. So…(Read More)

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