Designating a Beneficiary for Life Insurance

baby

It’s Life Insurance Awareness month. We’ve all heard how important it is to get life insurance. Don’t wait until it’s too late. Make sure you do diligence and plan now. It is also important to make sure your beneficiary is up to date. A beneficiary is the person or entity you name (i.e., designate) to […]

The Joys and Financial Challenges of Parenthood

financial planning with children

Parenthood can be both wonderfully rewarding and frighteningly challenging. Children give gifts only a parent can understand — from sticky-finger hugs to heartfelt pleas to tag along on Saturday morning errands. You raise them with a clear goal that you secretly dread will actually take place — that someday they will be grown, independent, and […]

Designing a Benefit Package for Your Small Business

If you’re a small business owner, you face many challenges in growing your company. One of them is recruiting and retaining the best talent for your needs. When your primary goals are managing costs and increasing revenue, how do you sufficiently entice new recruits and reward current staff members for continually putting their best efforts […]

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