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So far LG has created 12 blog entries.

What’s Your Savings Style?

When I first start talking with younger clients, the two questions I get most are, “How much money should we be saving, and where should we put it?” These are great questions not only for people just starting their financial journey but for seasoned savers too.  The answers will differ for each person and depend more on personality than how much they can save.  For example, I have clients who are interested in saving money and like the idea of riskier strategies that could produce greater returns.  I also have clients who want to save with very little or no [...]

2019-01-03T15:28:16-04:00March 23rd, 2017|Categories: Protection|

Life Insurance Trends in 2017

The election of President Trump, indications of increased interest rates, rising political populism in Europe, and a general air of uncertainty has created challenges – along with opportunities – for advisors and their clients. As we survey the marketplace and try to anticipate the potential impacts of tax reform, market volatility, economic expansion and geopolitical shifts, these are themes, trends and insurance solutions we anticipate in 2017. Death and Taxes While they are the only certainties in life, exactly what those taxes will be … in life or at death … are a bit up in the air. For the life insurance [...]

2019-01-03T15:40:39-04:00February 16th, 2017|Categories: Protection|
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