3 Questions to Ask to Identify Your Legacy Planning Objectives

3 Questions to Ask to Identify Your Legacy Planning Objectives

Estate planning is an important process for anyone who wants to pass along assets to loved ones, friends or even charity after death. Many people assume that a will is sufficient in protecting their wishes. While a will is a helpful document, it may not be able to...
Do You Need Permanent Life Insurance in Retirement?

Do You Need Permanent Life Insurance in Retirement?

If you’re approaching retirement, you may be in the process of developing a budget and determining which expenses you can drop after you leave the working world. Many retirees look for ways to reduce costs by downsizing, transitioning to one car or cutting other...