Avoiding The Tax Time Bomb
"Read my lips: no new taxes" is an iconic moment in our nation's history. George H.W. Bush famously uttered the line in a speech at the 1988 Republican National Convention after accepting his party...... Read More
Bill Demaree
Riskier Than Racecars
NASCAR driver Danica Patrick is the face of Life Insurance Awareness Month this year, which at first glance, I thought was an interesting choice for a spokesperson. The dangerous nature of her...... Read More
Leaving a Legacy
The older you get the more you start thinking about what’s important in life, your family and other personal relationships, the memories you’ve made in your home and perhaps some accomplishments at...... Read More
Protecting Our Parents
In working with financial planning clients for nearly 30 years, I've seen all kinds of scenarios play out when it comes to money at the end of someone's life. One example is a couple who came to me...... Read More
Insuring Income For Life
There's a commercial on TV right now for a nationally-known insurance company that I think is pretty clever. It features a married couple imploring each other to sit down and talk about their retir...... Read More