Blog Posts in 2017

Navigating Life Insurance - Part III: Slow and Steady Wins the Race… A Policy That Lasts Your “Whole Life”

Previously published in FINE Magazine In our last two articles, we explored the differences between Term Life Insurance and Universal Life Insurance . To recap, term life insurance is ideal for short-term liquidity needs with a guaranteed death benefit & universal life insurance provides a permanent solution with more flexibility than whole life. Alas, this leaves us with whole life insurance. ...

Navigating Life Insurance - Part II: The Goldilocks of Life Insurance

Previously published in FINE Magazine In the first article of our series, we explored the differences between term life insurance and permanent life insurance. Simply stated, the most distinct differences between the two involve longevity. Term life insurance offers coverage for a limited period of time, whereas, permanent life insurance provides coverage until death. Naturally, each life ...

Navigating Life Insurance Part I: Find the Best Policy for your Unique Situation

Previously published in FINE Magazine There are many great reasons to purchase life insurance. Common uses range from paying final expenses to replacing spousal income to distributing your wealth and business interests evenly amongst heirs. One of the most famous adages is the following: Buy term life and invest the rest. Is it true? A quick online search generates hundreds of articles recapping ...

Disaster Tax Relief Act

President Trump recently signed into law the Disaster Tax Relief Act of 2017 (the “Act”), providing assistance to those taxpayers impacted by Hurricanes Harvey, Irma and Maria. Among other things, the new law makes it easier for taxpayers to deduct hurricane-related casualty losses, access retirement funds without penalty and deduct charitable contributions made for hurricane relief efforts. For ...