My wife and I went tandem bungee jumping together on our honeymoon. There’s something about an adrenaline rush like that that gets you thinking about the bigger picture. And as a newlywed financial planner, it prompted me to think about the planning we had in place and have a conversation about what our future goals looked like. More >>
Imagine that you have a client that works as a professional clown. In this imaginary scenario, your client would want to know that his clown uniform, from the oversized shoes to the red nose, is deductible from his tax return. It turns out that these items are not usable anywhere else and, therefore, are officially labeled tax deductible. More >>
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Life insurance is one of the pillars of personal finance, deserving of consideration by every household. I’d even go so far as to say it’s vital for most. Yet, despite its nearly universal applicability, there remains a great deal of confusion, and even skepticism, regarding life insurance. More >>
Here are 12 things you should stop doing, and what you should do instead to become more productive. More >>
It’s not hard to do social media–but it’s harder to do it well.
Brokers, agents, and sales executives need to learn as much as possible about how to use Facebook, Twitter, LinkedIn, and other platforms to reach out to clients and prospects. More >>
Relying too heavily on your life insurance through work could put your family at risk, for 2 key reasons. More >>
While roses are a nice gift, they only last for a few weeks. Protecting loved ones from financial hardship with life [love] insurance lasts long after you’re gone. Before splurging on a fancy dinner or diamond ring, give your sweetheart financial peace of mind. More >>
It’s tough to get our financial house in order, not because it’s especially hard, but because it’s … boring? Tedious? The last thing we want to spend time on? To remedy that, here are four tips that you can take on and accomplish. More >>