Have you ever wondered how some families maintain their wealth over several generations? What’s their secret sauce? The answer may lie in using life insurance to establish a legacy that lasts over multiple generations. Determining if life insurance as an intergenerational wealth-building strategy is suitable for your family is...
The average household with credit card debt had a balance of $7,149 in 2020. For the average household carrying credit card debt as of September 2020, this equates to an annual interest of $1,155. With the average credit card annual percentage rate sitting at 16.43%, it represents an expensive...
One reality of life is that risk is ever present. It exists in our commute to work, in our investment choices, and in our lifestyle decisions. Some risks can be transferred to an insurance company (e.g. auto or homeowners), while others we assume ourselves. When you choose to bear...
If you are not contributing to your health savings account (HSA), you miss out on a great way to save for health care expenses now and during retirement. HSAs allow you to save money tax-free through payroll deduction. Like traditional investments, some HSAs provide fund choices to increase accumulations With...