Finance

Using Cash Value Life insurance to Increase Portfolio Returns While Reducing Risk

by Stacy Brasher on May 23, 2018

Finance, Insurance

Life insurance has existed for nearly two centuries as essential planning tool that protects dependents from the risk of a breadwinner’s untimely death. However, given the unique investment properties of life insurance, financial planners are finding a number of ways it can be used in other ways to enhance portfolio returns while reducing risk.

Financial Planning for Newlyweds

by Stacy Brasher on May 23, 2018

Finance, Lifestyle, Family

Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about finances. Let’s be straight, financial talks should be had well before the ring, but did you know that “68 percent of engaged couples surveyed held a negative attitude about discussing money with their fiancé.1

That’s a staggering percentage of couples who are afraid to have ‘the talk’. Below are a few tips and areas to consider if you’re in a serious relationship, newly engaged or if you’ve tied the knot!

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