June 16, 2016 Irrevocable Life Insurance Trusts
There are many reasons to own life insurance—as a means to pay off a mortgage, to provide for children’s education, to replace income used to support loved ones, even to pay for one’s own funeral expenses. But life insurance can also be a powerful estate planning tool, especially when owned by an irrevocable life insurance trust (ILIT).Read more
June 16, 2016 2016 Midyear Update: Second Half to Bring Repeat Performance?
It has been an exciting year so far. With U.S. markets dropping 15 percent in the first quarter before rebounding, and many international markets having done worse, the red flag has been raised for market risks. With Europe continuing to wrestle with economic and political challenges, the prospect of a breakup of the union via a British exit (aka Brexit) has never been more real. And with Chinese growth continuing below expectations, we see risk everywhere we look.Read more
June 16, 2016 Budget Friendly Vacation
With summer just around the corner, it’s time to get moving on your vacation plans before it’s too late. Whether you decide to book online yourself or go through a travel agent, here are some tips to help you save time and money.Read more
June 16, 2016 Financial Aid Impact
Financial aid is money given to a student in the form of a loan, grant, scholarship, or work-study job in order to help the student pay for college. It comes in two forms: need-based and non-need-based financial aid. The majority of financial aid is need-based, meaning it is based on your family's ability to pay.Read more