Finances, Insurance

Get Smart About Insurance: Filling the Gap and Trimming the Fat

BY Admin | July 26, 2021

We’ve all seen those cheeky Farmers Insurance commercials – “You thought you were covered for this [huge pool], when you were really only covered for this [teenie pond] or how you figured you’re covered for this [family car], but you’re actually paying for this [luxury sports car]…”, but they’re right, do you know what is…

Finances, Insurance, Tax Planning

Women Need Life Insurance Too! Protect Loved Ones and Find Tax-Advantaged Savings

BY Admin | March 2, 2021

By Harold Goldman Women now makeup nearly half of the workforce and are a more central part of a family’s income than ever, yet they are also consistently under-covered and under-funded when it comes to life insurance. According to a 2013 Pew research study, women are increasingly the primary breadwinners among American families. Four (4) in ten (10) American households…

Asset Protection, Finances, Tax Planning, Wealth Management

What Your Attorney Isn’t Telling You About Asset Protection

BY Admin | June 3, 2020

Millions of individuals go to attorneys regularly in order to learn more about how to secure their assets, and how to keep those assets safe throughout the state and aging process. But not all attorneys have the same approach or philosophy about the problems associated with asset protection. There are many misconceptions about the process…

Finances, Wealth Management

What Millionaires Do Differently

BY Admin | March 3, 2020

Becoming a millionaire is often at the top of most people’s financial goals. While the journey to having a 7-figure bank statement might seem like a pipe dream, it is simpler than you would imagine. The journey starts by having the right mindset and then studying how millionaires manage their finances. If you want to…

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