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A few weeks ago, I met with an accounting professional. We were discussing business and talking about additional ways we add value for our clients. I mentioned that we had recommended umbrella policies to every one of our planning clients over the past year because...

Despite life insurance being widely used, many misconceptions remain. Most people do not know what type of policy is right for them or when in their lives they will need coverage. This article explains everything you need to know about the basics of life insurance....

The 2018 election exit polls ranked healthcare as the number one topic that Americans were concerned about. For many years we have seen this concern reflected in our practice. When planning for retirement clients want to know how much to budget for health insurance and...