I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping prot …
Stock investing is an important engine of growth in your portfolio, but deciding on an investing strategy and particular stocks can be challenging. When designing a diversified portfolio that minimizes risk, it can help to think of stocks as falling into one of two categories: growth stocks …
Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …
It’s common knowledge that investing in mutual funds, index funds, or exchange-traded funds (ETFs) can help build a diversified portfolio. These funds hold diverse baskets of securities, including stocks, bonds and other assets from real estate to derivatives. By investing your money in a v …
Family trusts are an important tool for managing wealth across multiple generations. They can help you avoid the time-consuming and costly process of probate, keep your assets private, minimize taxes, and ensure that your wealth is distributed according to your wishes.
Last Friday, yet another strong payroll report was released with the headlines stating payrolls grew 263,000 in September and the unemployment rate fell to 3.5%.
As tax planning season and end-of-year charitable giving begin, it’s a good time to consider the benefits of donor-advised funds. Charitable giving has many facets, most notably as an oppor- tunity for you to support the causes and organizations that reflect your values. But giving is also …
