by Tom Neeser | Dec 10, 2019 | financial planning, Personal Finance
“By failing to plan, you are planning to fail” Benjamin Franklin Holidays are a great time to gather with family, have fun with friends, and experience the joys of the season. Unfortunately for many, it is also a time for overspending, bad financial decisions, poor...
by Tom Neeser | Nov 26, 2019 | financial planning, Personal Finance
In the past, most families keep their most important documents in a safe deposit box at their local bank. Today banks are not even including safe deposit boxes in their new buildings, and the ones that still exist may not be as safe as you think. Every year hundreds...
by Tom Neeser | Nov 7, 2019 | financial planning, Life Insurance, Personal Finance
If your Term Life Policy is nearing its “term,” you need to decide what to do. First, ask yourself a few questions – Why did I buy this coverage in the first place? Would my family suffer financially if I die without life insurance? Is there money to cover my final...
by Tom Neeser | Oct 22, 2019 | financial planning, Personal Finance
Eighty percent of couples fight about money, says a 2014 Money Magazine survey. Research from American Express revealed that 91 percent of couples avoid talking about finances, and only 43 percent discussed money before marriage! The happiest couples have learned to...
by Tom Neeser | Sep 24, 2019 | financial planning, Life Insurance, Whole Life Insurance
What are life insurance dividends and how do they work? What kinds of companies pay dividends? Are life insurance dividends taxable? What are your life insurance dividends options? What are life insurance dividends? Mutual Life Insurance companies share their profits...
by Tom Neeser | Aug 15, 2019 | financial planning, Life Insurance, Retirement Alternatives
The stock market hit new highs in July, spurred by the first interest rate cut in more than a decade, and buoyed by key economic markers; unemployment and inflation are low, and housing starts are steady. Yesterday, the market tumbled 800 points and had the worst day...
