Life Insurance Part 1 – A Little History financial planning for attorneys financial planning for entrepreneurs financial planning for retirement financial planning for young professionals Jan 21, 2020

by Glenn J. Downing, MBA, CFP®

The fundamental reason to buy life insurance is that someone else is depending upon you for a living.  Plain and simple.  It is risk transfer:  in exchange for premium dollars, the insurance company will make a payout at your demise.

The life...

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Life Insurance Part 3 – Why Haven't You Bought the Coverage You Know You Should Have? financial planning for attorneys financial planning for entrepreneurs financial planning for retirement financial planning for young professionals Jan 16, 2020

by Glenn J. Downing, MBA, CFP®

If you dropped dead tomorrow your family would be in a world of hurt.  You know this.  Yet you haven't purchased life insurance.  Why not?  Before you get into it, check out Part I and Part II of this 3-part series.  

Why Haven't...

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How Much Investment Return Do I Need to Make? financial planning for attorneys financial planning for entrepreneurs financial planning for retirement Jan 15, 2020

by Jonathan G. Cameron, CFP®

Having great investment portfolio returns may not get you to your retirement goals. You could have (in theory) spectacular returns every year for 20 years and still not realize the retirement you want. Do we like strong investment performance? Sure. Should stellar...

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401k Retirement Plan Basics financial planning for attorneys financial planning for entrepreneurs financial planning for retirement financial planning for young professionals Jan 13, 2020

By Glenn J. Downing, MBA, CFP®

It used to be the case that you went to work for one employer and remained with that employer for the entirety of your working life.  You received a pension from that employer when you retired – in other words, you continued to get paid a lesser...

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Life Insurance Part 2 – Uses Of Life Insurance Policies financial planning for attorneys financial planning for entrepreneurs financial planning for retirement financial planning for young professionals Jan 10, 2020

by Glenn J. Downing, MBA, CFP®

In Part I of this 3-part series I gave a brief history of the life insurance industry.  

Here in Part II I'll go over the main applications for life insurance policies.  Next, in Part III, I'll discuss some of the behavioral issues in obtaining...

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You Knew All Year the Holidays Were Coming! financial planning for attorneys financial planning for entrepreneurs financial planning for retirement financial planning for young professionals Jan 06, 2020

by Glenn J. Downing, MBA, CFP®

I came to financial planning as a profession in my 40’s, having made a mid-life transition from retail management.  I worked in both department stores and specialty retail and generally enjoyed the work. I always enjoyed Christmas in the stores...

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