Our Company News
5 Ways to Use Home Equity as a Source for Retirement Income
Episode 308 – For many, many people, their home is their biggest asset. Can you use your home to fund a portion of your retirement? It’s not ideal, but here are five ideas you can try if you need to. Continue Reading 5 Ways to Use Home Equity as a Source for Retirement Income
Six Ideas on How to Manage Debt
Episode 307 – According to an estimate by Experian, the average American adult holds $6,501 in credit card debt. Is there a way out? Here are six things that you might want to try. Continue Reading Six Ideas on How to Manage Debt
Behavioral Economics, and How it Affects Your Financial Decisions Revisited
Episode 306 – Behavioral economics has become a buzzword over the last few years. But understanding its role in making financial decisions can lead to a better outcome. Continue Reading Behavioral Economics, and How it Affects Your Financial Decisions Revisited
Business Succession Planning Needed More Now Than Ever
Episode 305 – It has never been a more important time to consider business succession planning for small business owners to ensure that their financial security, retirement and family legacy plans are fulfilled. Continue Reading Business Succession Planning Needed More Now Than Ever
Connecting the Dots: Using Life Insurance With Social Security
Episode 304 – Even when you optimize your Social Security claiming strategy, there are still going to be problems that need fixing. Life insurance can be the perfect tool to address some of the shortcomings that Social Security creates. Continue Reading Connecting the Dots: Using Life Insurance With Social Security
Does It Make Sense to Give Money to Your Kids While You’re Still Living?
Episode 303 – “Accelerated inheritance” is a new term for an old idea: giving assets to your kids while you’re still living, rather than waiting until you die. But does it work? Continue Reading Does It Make Sense to Give Money to Your Kids While You’re Still Living?
Nine Thoughts on Divorce and Finance
Episode 302 – Is divorce ever easy? Almost never. And the financial aspects can be especially tricky. Here are 9 thoughts that may help you weather the storm. Continue Reading Nine Thoughts on Divorce and Finance
Planning for Single Parents Revisited
Episode 301 – Single parents must have their financial house in order, through insurance, financial and estate plans, to help protect their sources of income, existing assets and their children. Continue Reading Planning for Single Parents Revisited