Financial Services for Life		Who We Are		Resources		HOME

	Documents 1 - 10 of 14     1   2     Teaching Kids About Money View Article In uncertain economic times, it becomes ever more clear how important it is to help our children develop wise financial habits. Quite frankly, it's never too early to start teaching them how to deal with personal financial concepts. We know it's critically important that our kids develop healthy eating habits. Well in much the same vein, habits about handling money... good or bad... are learned early in life. Here are some practical tips you can start using today.   click here to e-mail this article to a friend 529 Plans: The Estate Planning Triple Play View Article Much has been made of the ability to use 529 plans to implement effective estate planning strategies. This article will specifically focus on the estate planning benefits of these college savings plans.   click here to e-mail this article to a friend How Much Life Insurance Do You Need? View Article If you are the primary breadwinner in your family, your untimely death would be a financial as well as an emotional burden on your survivors. Therefore, you probably need life insurance as long as you have dependents. Determining your insurance needs, though, can be a challenge.   click here to e-mail this article to a friend Long-Term Care Insurance - When Is The Right Time To Buy? View Article At what age should you buy long-term care insurance? Often the advice is, the earlier the better. It's not uncommon to see insurance carriers and some experts recommend that people buy a long-term care (LTC) policy while they are still in their 40s. Yet most people who buy individual policies wait until they are in their 60s. There are several advantages to buying LTC coverage earlier.   click here to e-mail this article to a friend Cutting Through The Haze of Media Hype View Article A look at our risk-managed approach to investing.   click here to e-mail this article to a friend Financial Planning Insights - Plan Beneficiaries View Article Keeping Your Retirement Plan Directives Consistent With Your Will and Other Planning Opportunities   click here to e-mail this article to a friend Protect Yourself From Identity Theft View Article According to the Federal Trade Commission, 10 million people in the U.S. had their identities compromised last year. Moreover, the FTC also reported that it took an average of 60 hours and $1,000 for these 10 million to correct the problems that resulted... and those are just averages. For some, the costs ran into tens of thousands of dollars! With this in mind, here are my 10 steps you should take to make sure ID theft doesnt happen to you.   click here to e-mail this article to a friend Financial Planning Insights - Long Term Care View Article How does long-term care insurance play a role in your financial plan? We'd like to show you how it can protect you.   click here to e-mail this article to a friend Living Wills Do Not Work View Article This is a very interesting discussion from University of Michigan Health Services that examines Living Wills versus Powers of Attorney For Health Care Issues.   click here to e-mail this article to a friend Financial Planning Insights - Pensions View Article Here is our latest thinking on evaluating pension payment options. The choice you make can impact other financial aspects of your life.   click here to e-mail this article to a friend