facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause


You And I Will Work Together To Ensure You Are Living Your Best Life, Financially And Otherwise


BLOG


SEND BLOG UPDATES TO MY INBOX

COVID-19's Impact on the Insurance Industry Thumbnail

COVID-19's Impact on the Insurance Industry

With COVID-19 affecting almost every industry and part of our everyday life, we’ve all had to make changes to our daily lives. Many sects of insurance have recalibrated their processes and coverage details to accommodate our current state, and some of these changes could likely be long-lasting.

Should You Sell Your Life Insurance Policy? Thumbnail

Should You Sell Your Life Insurance Policy?

There are instances in which you may need money, or your circumstances change, and life insurance is no longer necessary. Selling your life insurance policy is a viable option, but it is critical to understand the process before making this financial decision.

Roth Conversions: What You Need to Know Thumbnail

Roth Conversions: What You Need to Know

Converting a tax-deferred retirement account ("pay tax later") to a Roth account ("pay tax now") can work out really well for some investors. But for others, it can be a completely wrong move. How do you know if it's right for you?

A Guide to Dividing Your Estate Unequally Thumbnail

A Guide to Dividing Your Estate Unequally

If you've thought about drafting a will for the first time, or are looking to revise your current will, have you thought about how you're leaving money to your heirs? Are you leavings things equally or equitably? Are you aware of the difference and what legal challenges may occur to your estate at your passing?