Tag: Risk Management & Asset Protection
Financial Planning for First-Time Parents
While new parents initially plan for their child’s immediate needs, planning for the future is just as important. From setting up a college savings plan to naming a guardian in your will, here are a few things new parents should consider.
Planning for Long-Term Care
As life expectancy continues to increase, chances are you will need access to long-term care services as you age. Financial advisor Kevin Kingston outlines the basics of long-term care financing options in his latest blog post.
Planning for Long-Term Care Webinar
In this recorded webinar, Kevin Kingston and Christopher Ruedi reviews costs, benefits, drawbacks, and alternatives to long-term care insurance.
Women and Disability Coverage
You may be surprised that many women don’t have adequate disability coverage. Janet Petran talks about why disability coverage is especially important for women.
Five Tips to Avoid Being Over-Insured
In general, the cost of being over-insured is the increased cost of premiums and riders that aren’t needed. By eliminating these unnecessary costs, you can potentially save hundreds, or even thousands, of dollars per year and reallocate those savings toward other, more exciting spending goals.
Do You Own Life Insurance Policies and Annuities That You No Longer Need?
Over time, as your individual and family circumstances change, you may find that you own an annuity or cash value life insurance policy that no longer suits your needs. If […]