Protecting Your Loved Ones with Life Insurance

By |2020-11-09T18:45:35-06:00October 9th, 2020|Family, Insurance|

Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. For example, when you're young, you may not have a great need for life insurance. However, as you take on more responsibilitie [...]

Comments Off on Protecting Your Loved Ones with Life Insurance

Wills: The Cornerstone of Your Estate Plan Part 2

By |2020-11-09T18:26:40-06:00October 6th, 2020|Family, Finance, Planning|

If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital. Even if you're young or your estate is modest, you should always h [...]

Comments Off on Wills: The Cornerstone of Your Estate Plan Part 2

Leaving a Legacy: Wills

By |2020-10-13T11:18:11-05:00September 11th, 2020|Family, Planning|

You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you. But to ensure that your legacy reaches you [...]

Comments Off on Leaving a Legacy: Wills

Women: Planning for the Financial Impact of Children Part 2

By |2020-10-13T10:53:43-05:00September 1st, 2020|Family, Finance, Planning, Women|

Children are a special blessing and their arrival brings boundless love and joy into our lives that you can't put a price on. But adding a child to the household impacts the family budget--and women especially--in very measurable ways. Whether this is your first child or your fourth, here are some f [...]

Comments Off on Women: Planning for the Financial Impact of Children Part 2

Planning a Family? Get to Know Your Health Insurance Policy Part 2

By |2020-08-20T18:51:53-05:00August 28th, 2020|Family, Planning|

Congratulations! You've decided to start a family. Up until now, your health insurance has probably been adequate, paying for routine doctor visits and prescription drugs. But now that you're facing a lifestyle change, you must make sure that your health insurance policy will keep up with those chan [...]

Comments Off on Planning a Family? Get to Know Your Health Insurance Policy Part 2

The Gift of Legacy

By |2020-08-12T11:30:27-05:00August 11th, 2020|Creative, Family|

I just returned from a five-day sailing trip around Door County and part of the Big Bay de Noc area in the Upper Peninsula. My father Dan (the Skipper), his brother Mike and myself (the crew) set off in a 1968 Pearson 300 sloop - a sailboat purchased by my grandfather around 1971. My grandparents sa [...]

Comments Off on The Gift of Legacy

Wills: The Cornerstone of Your Estate Plan

By |2020-08-20T18:13:57-05:00August 7th, 2020|Family, Planning|

If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital. Even if you're young or your estate is modest, you should always h [...]

Comments Off on Wills: The Cornerstone of Your Estate Plan

Planning a Family? Get to Know Your Health Insurance Policy

By |2020-08-20T17:47:00-05:00July 24th, 2020|Family, Insurance|

Congratulations! You've decided to start a family. Up until now, your health insurance has probably been adequate, paying for routine doctor visits and prescription drugs. But now that you're facing a lifestyle change, you must make sure that your health insurance policy will keep up with those chan [...]

Comments Off on Planning a Family? Get to Know Your Health Insurance Policy

The Joys and Financial Challenges of Parenthood Part 2

By |2020-06-19T12:49:35-05:00June 19th, 2020|College, Family, Planning|

Parenthood can be both wonderfully rewarding and frighteningly challenging. Children give gifts only a parent can understand--from sticky-finger hugs to heartfelt pleas to tag along on Saturday morning errands. You raise them with a clear goal that you secretly dread will actually take place--that s [...]

Comments Off on The Joys and Financial Challenges of Parenthood Part 2

Keeping Your Business in the Family Part 2

By |2020-08-27T14:31:23-05:00June 12th, 2020|Family, Planning, Retirement, Small Business|

You may want to keep your business in the family, as opposed to selling it to an outside party or another business. If this is your plan, you should be aware of some of the issues that can contribute to the success or the failure of the business as it is transferred to the successor generation. Some [...]

Comments Off on Keeping Your Business in the Family Part 2
Go to Top