Resources


These resourcesĀ are informational pieces only and should not be considered a solicitation nor should any action be based solely on them. The information contained in this section has been obtained from sources believed to be reliable but are not necessarily complete and the accuracy cannot be guaranteed.

This content should be used for information purposes only. Investors should contact us before acting on any of this information to seek our financial advice on their specific situation and the appropriateness of the actions for them. It does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person.

Please contact us to discuss any information contained in this section, or in the case of tax information, your local tax advisor, as it is not our position to offer legal or tax advice.


Recent Articles

Key Person Insurance: Cash, When It's Needed Most

Life insurance may be a “diamond in the rough” for your business if its ongoing success depends on one or more key individuals. The death or disability of such a person – for example, an owner or manager who brings in customers – can mean tough... read more

Removing Money from Your 401(k) Before Retirement

From time to time, circumstances may warrant taking money out of your 401(k) account. If you’re older than age 59Ā½, become disabled, get divorced (in specific situations), or die, money can be removed from your 401(k) without paying the 10% federal income tax... read more

The Entrepreneur's Dilemma

As larger corporations downsize to meet the competitive challenges of the 21st century, many middle managers are taking the opportunity to strike out on their own as consultants. They often seek the independence and satisfaction of working for themselves.... read more

Consider Inflation When Assessing Your Insurance Coverage

When Cindy and Sean Baxter purchased their life insurance policies ten years ago, they thought they did things the right way. They determined their insurance needs, taking into account the mortgage on their home, projected college education costs, and living expenses.... read more

Disability Income Insurance: Your "Partner" in Need

The possibility of sustaining a long-term disability from an accident or illness is something most of us would rather not contemplate. However, there is a way to protect you and your family should you lose your ability to earn income. Disability income insurance can... read more

How to File an Insurance Claim

Insurance is like a fire extinguisher. You sleep comfortably, knowing it’s there, but you hope you’ll never have to use it. If you do need it, however, it’s helpful to know what to do. For a claim under any insurance policy, step number one is to... read more

Minimize Teen Driver Insurance Costs

One of America’s great rites of passage – a teenager getting his or her driver’s license – also brings with it an increase in the cost of insurance for the family car(s). That increase can often be as much as double (or in some places, even... read more

What We Take for Granted

Daily family life means the mortgage gets paid … clothes and groceries are bought… and summer vacations are taken with family and friends. All this is part of what many of us take for granted every day of the week. However, there are two important... read more

Why You Need Life Insurance

Many people often ask “Who needs life insurance?” Another way to phrase the question might be “What can life insurance help me accomplish?” When viewed as a planning tool, life insurance can be used to help you achieve a variety of important... read more

Financial Glossary

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