Should I Consider Combining Long-Term Care and Life Insurance?

We have an aging population. It’s not uncommon for people to spend more than a third of their lives in retirement. You work hard and save money so you can enjoy those years and pass something down to your children. But what happens if you get sick for a long period of time? Most health […]

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7 Questions to Ask when Planning Your Exit Strategy

When you mention “exit strategy,” the average business owner hears “cha-ching.” In other words, “my exit strategy is to sell my company for a huge profit.” That may very well be the end result, but it’s not the only exit strategy, and many things need to happen before you get to that point. Here are […]

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What Are the Differences Between a Traditional IRA and a Roth IRA?

An IRA, or individual retirement account, is a great vehicle for building wealth and saving for retirement. Although there are many different types of IRAs, each with their own pros, cons, and rules, the two most common IRAs are traditional IRAs and Roth IRAs. Traditional IRAs were introduced in the Employee Retirement Income Security Act […]

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When and How to Collect Social Security

The Social Security Act was signed by President Roosevelt in 1935, due in large part to the economic hardships brought on by the Great Depression. Although some of its provisions were intended to provide immediate relief for families, Social Security was primarily created to provide reliable income that would serve as a safety net for […]

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Why You Should Start Contributing to Your 401(k) as Early as Possible

Years ago, most companies offered pensions to employees. These employer-maintained retirement accounts ensured the employee would receive income, either monthly or in one lump sum, based on how long they worked and how much they earned. That’s no longer the case. In fact, a study from Towers Watson found that the number of Fortune 500 […]

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Professionals and Executives

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Professionals and Executives

Business Owners

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Business Owners

Retired and High Net Worth Individuals

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Retired and High Net Worth Individuals