Posts Categorized: Financial Planning

What is a Life Insurance Trust?

Instead of your spouse or partner being named as the beneficiary of your life insurance policy, you may choose to transfer the policy proceeds into a irrevocable life insurance trust account and name your partner...

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Saving Money to Make Money

Many quote the adage that “you have to spend money to make money” but that’s not necessarily true. Unless you really need the items you’re thinking about purchasing, saving your money can be a great...

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Your Retirement Planning Checklist

While retirement can be a happy occasion for some people, it can be a source of anxiety for others. Some are happy to be retired because it allows them more time to travel and do...

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