Most clients do not expect to have an in-depth discussion about disability insurance with their wealth management advisor.
Let’s talk about it anyway. When you think about financial planning, insurance might not be top of mind – or even come to mind. But managing wealth isn’t only about growing and preserving it – it’s also about protecting yourself from the financial harm that can be caused by incidents such as theft, damage to your property, or someone getting hurt in your home or by your vehicle.
We have all given and received gifts throughout our lives, whether it be for the holidays, birthday, wedding, baptism, or bat mitzvah.
The new Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed by Congress and signed into law by President Trump in December 2019. The law will take effect on January 1, 2020.
The price of a college education has risen dramatically over the last few decades – in many cases far beyond the rate of inflation.
