fbpx

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....

We have certainly seen our share of severe weather here in the lowcountry over the past two years. Adequate insurance and emergency funds are great first lines of defense when the unexpected happens but taking a more comprehensive look at your insurance and savings strategies...