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Tag: Financial Planner

Business Insurance

10,000 “boomers” are turning 65 every day-- something that will continue to happen for the next 18 years. Many of these boomers who are at or approaching retirement age, whether that means 65 or maybe 72, are small-business owners and the majority of them currently have no business succession plan in place. Most are counting on the proceeds from selling their business to partners, family...

Time To Think About Insurance For College Students

A Personal Insurance Update In the next few weeks, many students will be leaving their summer jobs and heading off to college.  For many kids, this will be their first time away from home.  Did you know that theft and burglaries make up over fifty percent of campus crime? The right kind of personal insurance, a bit of prevention, and good safety precautions can provide...

A Few Simple Ways to Prepare Now For a Disaster

A personal insurance update We have witnessed the wrath of hurricane Harvey and are looking at Irma hitting the East Coast Soon. Wild fires are hitting the West very hard. We thought it might be good to offer a little disaster preparedness. Do not let the change in weather fool you; we are still at risk for acts of Mother Nature.  In the coming months,...

5 Great Ways to Spend Your Tax Refund and Improve Your Financial Health

Nearly three-fourths of all 2012 individual tax returns will generate a refund with an average amount of $2894. So what will you do with that refund check?  While it’s tempting to spend that money on some of your wish list items, take a moment to learn how you can improve your financial health with some or all of that refund.  Pay down debts.  Put that...

Lessons We Can Learn From Ducks

When you see a duck swimming in a pond, they appear calm, as if they are gliding on the surface with ease.  However, if you look below the water, you see the constant effort it takes to propel the duck forward.  The trick is to make it look easy, while underneath they are paddling like mad. • They are diligent Ducks sleep with one eye open...