Apr 26, 2021
Experience has taught me, that the more money people have, the more they are motivated in the ‘return of that money’ and less on the ‘rate of return’ of that money. This is why a portfolio of mutual insurance issued whole life policies fit so well into the foundation of one’s financial life. The guarantees...
Apr 22, 2021
No one wants to think about their own funeral. If you don’t plan ahead, someone will need to make the decisions for you quickly during a difficult and emotional time. They will wonder if they were following your actual wishes, because there wasn’t a plan in place to help with the guidance, they so desperately wish...
Apr 18, 2021
Many “opportunities” require financing, whether it’s a new business, a commercial property, investment real estate or perhaps for a quality-of-life change like a second home. Opportunities often require money or the access to money. The terms of that money are usually arranged and determined by a large lending...
Apr 14, 2021
You deserve to feel good about your finances after your divorce. Beth Kraszewski, CFP®, CDFA®, CLU® assists those going through a divorce to protect themselves. Beth is a Certified Divorce Financial Analyst who has studied in the field of pre-divorce financial planning and is an expert in personal vs. marital...
Apr 10, 2021
A recent visit to a Farm & Fleet Store reminds us all of how easily life can end. This should be a story of newborn baby chicks and ducklings. At a time around Easter, when life is new and precious a story told like this by an employee of the store recently visited reminded me of the simply fragility of life and how...