Whether we are parents, grandparents, aunts, uncles, or siblings, most of us have children in our lives who we care about deeply. We want them to have a full life now, and we also want to set them up for success and happiness in the future. And even though most of us are familiar with…
Category: Insurance
Mortgage Insurance vs. Personal Life Insurance
Your home may very well be the largest purchase you ever make; consequently, your mortgage may also be your family’s greatest liability if a primary income earner should die prematurely. How do you help ensure that your loved ones will not be saddled with a massive debt if the unthinkable happens to you or your…
The Four Cornerstones
A sound financial security plan should protect you against uncontrollable events such as disabilities or death, while helping you plan for controllable events such as buying a new home and retiring comfortably. To do this, my planning process is based on four cornerstones of financial security planning: Financial security at death All financial security plans…