We’re often asked what type of life insurance makes the most sense for a given situation or need. In general, our approa…
Life & Disability
4 Insurance Needs High-Income Earners Shouldn’t Ignore
When you think about the future, what are the first images that come to mind? Perhaps it’s your child’s college graduati…
Thinking About Life Insurance? Consider These Factors
Benjamin Franklin famously said, “In this world, nothing can be said to be certain, except death and taxes.” I am also p…
Maxed Out Your Retirement Accounts? Here’s an Alternative
When planning for retirement, the majority of people place a primary focus on determining whether their accumulated reso…
Mitigating Risk within Your Financial Plan
In life, we are all exposed to a wide variety of risks, which need to be proactively managed over time. The unknown can …
Webinar Recap: Is Your Policy Up to PAR? (Video)
Here’s a quick pop quiz for you: on average, how much time do you spend maintaining your car each year? How about your h…
Is Your Policy Up to PAR?
This article was co-authored by Eric Donner, senior financial advisor at Hewins Financial Advisors. Introducing the Poli…
Planning for Incapacity
An area of estate planning that is often overlooked is making arrangements for the management of your finances and healt…