A lot of these ideas come from the book A Minute to Think by Juliet Funt. Fun fact: Juliet is the daughter of Alan Funt, the creator of the hilarious Candid Camera TV show from years ago! These days, it feels like everything is stealing our time, making it so much harder to think clearly. We stay so busy… Read more »
As advisors, we’re all part of an aging group. Many of you are now in your 50s and 60s, and with every year of experience, you’re only getting better at what you do! However, one thing that’s becoming more relevant for many of us is “Business Succession.” For those of you who are wealth advisors, you’ve… Read more »
Many clients ask the question: “Do we need long-term care (LTC), and can we afford it?” To help better answer this common question, I have put together some guidelines. For couples or individuals with a net worth of under $500K, the long-term premiums can be difficult to afford, especially if they are age 60 or over. On… Read more »
The life settlement industry, previously known as viaticals, has seen significant growth. Life settlements occur when an individual decides to no longer maintain their life insurance policy(s), and a willing market often purchases the policy. The client sells the policy and receives a check, with the life settlement company becoming the owner and assuming responsibility for future… Read more »