How Can I Use Life Insurance as a Savings Tool to Help My Children?
There are a lot of different ways that you can use policies and plans to augment savings. One way is […]
Uncategorized
Uncategorized
Uncategorized
How Can I Fund a Trust?
There are many options for funding a trust. You could use a life insurance policy. You can use an annuity.
Uncategorized
When Should I Set Up a Special Needs Trust?
Ideally, it’s important to get a trust set up prior to age 17 because it takes anywhere from three to
Interview – The Business Power Hour with Lisa and the Music Man
Check out my interview with Norman Wasserman on the Business Power Hour with Lisa and the Music Man. We spoke
Uncategorized
Interview – The Doing Business with a Servant’s Heart Podcast
This podcast episode dives into the financial challenges of parents with special needs children and offers advice on how to
Uncategorized
What Do I Need to Know About Special Need Trusts?
If you’re a parent with a special needs child, thinking about the future can be extremely stressful. Not so you
Uncategorized
Is Long Term Care Insurance Worth the Cost?
Long Term Care (LTC) insurance is usually worth it for most people because it protects against the risk of paying
Uncategorized
What Should I Know About College Financial Aid?
The thought of dealing with years, if not decades, of staggering student loan debt can be terrifying. It can feel
Uncategorized
Jaws Coffee Chat Podcast
I was recently interviewed by John Tarr on the Jaws Coffee Chat Podcast. We spoke about the importance of Long
Uncategorized
Interview – Union County Living
Recently, I was interviewed by the editors of Union County Living. We discussed why I do what I do, and