Our prior articles regarding life insurance were intended to provide you with unbiased information so that you could make an informed decision on the type and amount of life insurance you might require. There is no one-size-fits-all answer when it comes to life...
In the three prior articles we covered the basics of life insurance, who needs life insurance, and we compared term and employer-sponsored policies. This article will address the different types of permanent life insurance and when they might be appropriately used. As...
In previous articles, we discussed the basics of life insurance and provided examples of who should be covered. This article will focus on two types of life insurance: individual term and employer-provided policies. There are several similarities, but they also have...
The previous article covered the basics of life insurance – the contract between the insurer and policy owner, factors that affect life insurance premiums, and uses for life insurance. This article will focus on examples of who needs life insurance. It will also look...
Hiring a financial advisor is no easy task. When looking for someone you trust to manage your money and help you reach your financial goals, there are many complexities you have to take into consideration. Follow our guide for determining what you need from a...
Adhering to your financial plan throughout 2022 may have been a challenge with rising inflation, natural disasters, roller coaster markets and international turmoil. As we enter the final weeks of the year, we’re encouraging clients to take stock of any final year-end...
Identity theft can take many forms, but all of them can upend your life. Identity theft occurs when someone uses your personal data to impersonate you and steal from you. Common forms of personal information stolen by thieves include your name, birthdate, Social...
As we encounter another downswing in the ongoing bear market, it’s only natural to be concerned and ask questions. Here’s where we are at the moment: using the S&P 500 as a measure, the markets are down 22 percent from the peak at the end of last year, and just...
Forbes and SHOOK Research recently recognized the Top Next-Gen Wealth Advisors they believe are shaping the future of the wealth management industry — and we’re excited to announce Odyssey Group President and Founding Partner Aaron Sherman made the list. The list of...
Many people approach financial planning as strictly transactional. They create a budget, open the right accounts, and expect the rest to take care of itself. But when it comes time to actually act on the plan they’ve created, many find it’s actually harder to follow...