What If…?

It’s a difficult discussion to have, but it’s absolutely necessary: Life insurance and appropriate estate planning can be crucial to a family’s financial future.

Financial Opportunities For Military Families

My son, Max, is going into his junior year of high school. Since he has started thinking about college, we have had many conversations about career choices. We have talked about the pros and cons of different jobs, including the salary potential. I would love to tell my kids to just “do what they love”—but […]

I Want Tax-Free Income!

Bob and Joanne from Sandwich recently e-mailed me with a concern. Bob and Joanne are in their early 50s and are worried about the impact of increasing taxes on their future income. They believe that increasing taxes could negatively affect their retirement lifestyle. I also learned that Bob and Joanne are ahead of the game. […]