If you had the goose that laid golden eggs would you insure the goose or the eggs? If you said the Goose you are right. Let me put it another way. You are the goose. Your ability to earn and make money is worth far more than the money you just made. Few of us [...]
Many individuals recognize the benefits of planning for the future. Such efforts often uncover problems and frequently provide the motivation to make needed changes. For the most part, the issues involved are positive and enjoyable (e.g., retirement, well-educated children).
However, planning for the unexpected - known as risk management - can be less pleasant. A key [...]
BUSINESSCONNECT Magazine
What’s in it for me? http://www.connect-utah.com/topic/insurance
Issue: June 2008 Author: Mark K. Lund Topics: insurance | Personal finance
A beneficiary provision for life insurance and IRAs should allow for the naming of a primary and contingent beneficiary. Unfortunately, most beneficiaries will not receive benefits. Here’s why.
The primary beneficiary is the person designated [...]
If you cannot answer “Yes” to the following 10 questions you may need to fire your current advisor.
1. I have a written statement of my financial objectives which includes how much money I need and at what age I am projected to have the choice not to work (including inflation, specified rate of return, [...]
