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Long-Term Care Insurance: A Basic Overview

07/19/2019 We are living in a world where health care costs are high and rising while an increasing population of aging adults is living far longer than prior generations. This…

4 Tips for Reviewing Your Life Insurance

07/26/2019 Life insurance is an important part of risk management in a financial plan, but it is not a product we typically like to think about. You may have bought…

Christen Tucker

The Importance Of An Annual Insurance Review

By: Christen Tucker 08/02/2019 Summer is here! Barbecues. Fireworks. Vacations. Makes me think of….a review of homeowners and auto insurance coverage with your insurance agent! Not what you were thinking…

Disability Insurance

8/9/2019 A disability event can be catastrophic to your financial well-being. Protecting your income should be a top priority. The Council of Disability Awareness states that at least 51 million…

What Clients, and Advisors, Misunderstand About Annuities: Advisors’ Advice

“Many people do not fully understand how annuities are taxed,” explains Todd Hall, CFP, AEP, CAP, director of financial planning at Homrich Berg, in ThinkAdvisor’s latest Advisors’ Advice column. Read…

What Is An Irrevocable Life Insurance Trust And Why Might I Need One?

An irrevocable life insurance trust (an “ILIT”) is a type of trust designed by its creator (the “grantor”) to own a life insurance policy. The grantor names an individual or…