5 Ways to Effectively Increase Your Income in Retirement

Not properly planning for your retirement can be challenging, both financially and health wise. If you want to live comfortable during your retirement years, it’s important you plan your finances ahead of time. Planning your personal finances before retirement gives you opportunity to achievefinancial freedom during your old age. It also allows you to take … Continue reading 5 Ways to Effectively Increase Your Income in Retirement

AUTHOR: Dave Edmond | POSTED: 25th October 2017

Using Life Insurance to Maximize Pension Options

Using Life Insurance to Maximize Pension Options One of the most fundamental tenets of financial planning we faithfully apply in our work with our clients is to Plan for the Expected, and Prepare for the Unexpected. Our many years in practice have provided us with continuous reminders that life-unexpected happens with the potential to derail … Continue reading Using Life Insurance to Maximize Pension Options

AUTHOR: Dave Edmond | POSTED: 25th October 2017

What’s Your Life Insurance Plan?

What’s Your Life Insurance Plan? If you are like many working age adults chances are good that you own some kind of life insurance policy, but the real question isn’t whether or not you are insured; the real question is whether you simply own a life insurance policy versus having a real plan for your … Continue reading What’s Your Life Insurance Plan?

AUTHOR: Dave Edmond | POSTED: 3rd May 2016

What To Do When You Win the Lottery

What To Do When You Win the Lottery If you’re human you couldn’t possibly have avoided thoughts of what you might do if you had won the recent Mega Millions lottery of over $640 million. While that type of windfall is way outside of the mainstream of reality for most people, it’s not uncommon for … Continue reading What To Do When You Win the Lottery

AUTHOR: Dave Edmond | POSTED: 3rd May 2016

The 4 Essential Elements of a Retirement Plan

The 4 Essential Elements of a Retirement Plan Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security. Within the last couple of decades, the first leg of the stool has all … Continue reading The 4 Essential Elements of a Retirement Plan

AUTHOR: Dave Edmond | POSTED: 3rd May 2016

Retirement Planning

Retirement Planning Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, … Continue reading Retirement Planning

AUTHOR: Dave Edmond | POSTED: 3rd May 2016

Managing Your Finances

Managing Your Finances Managing your finances is an important component to any financial security plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis. From mortgage payments to tax savings, we can help you manage your money … Continue reading Managing Your Finances

AUTHOR: Dave Edmond | POSTED: 3rd May 2016

Life Insurance Advantages The purchase of a life insurance policy will never make most peoples’ top ten list of favorite things to do. After all, there is a lot not to like in the whole process of buying life insurance. With hundreds of products from which to choose, it can be confusing. Insurance contracts can … Continue reading

AUTHOR: Dave Edmond | POSTED: 3rd May 2016

Is a Fixed annuity Right For You? One of the principal tenets of investing is that no one single investment is right for everyone. Every investment has certain characteristics, risks, and objectives that must match those of the investor, and fixed annuities are no different. Although fixed annuities have become more popular in light of … Continue reading

AUTHOR: Dave Edmond | POSTED: 3rd May 2016

Chances are good that if you turn on the prime time news on any given day or pull up your favorite newspaper on your iPad one of the top stories will relate to emerging risks around the world. Whether it’s strife in the Middle East, tensions with Russia, or the ever-shifting balance of power between … Continue reading

AUTHOR: Dave Edmond | POSTED: 3rd May 2016

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