Wealth Management Newsroom

It's easy to think of life insurance planning as transactional in nature, and many times simply a commodity of necessity. You need to cover a financial risk, so you purchase life insurance to eliminate or mitigate that risk. That's the end of the story, right?

For the simplicity that lies this side of complexity, I would not give a fig, but for the simplicity that lies on the other side of complexity, I would give my life.

Retirement should be that time where you reap the rewards of all your hard work. Staying true to your financial plan will help prevent you from making mistakes like the following that can destroy a perfectly nice retirement.

As the great Biggie Smalls once said, “Mo money mo problems.” But is that true? Or do people just not use the money they earn and save correctly? How can we use money as a tool to increase the level of overall joy and contentment in our lives?

Trusts are a common feature of estate plans. Whether you want to preserve wealth for the future, bypass the probate process or simply ensure your wishes will be upheld, a trust can help.