Should I Take My Pension As A Buyout?

If your employer provides a pension plan benefit, you may be offered a lump-sum buyout in place of ongoing monthly payments. A lump-sum buyout can present some attractive opportunities, but a lump sum isn’t right for everyone. In this article, we cover some of the most important considerations to help decide between keeping your monthly […]

The Importance Of Holistic Wealth Planning

When it comes to your wealth strategy, it’s easy to forget that your end goals are more than just a number. In fact, the number is just the benchmark you’ve determined that you think will allow you to live the life you want. In truth, that benchmark may indeed be the number you need to […]

Is It Time To Cancel My Life Insurance?

Sometimes my clients ask me if canceling their life insurance would be a smart move. It is a difficult question because life insurance not only serves to protect your family and loved ones after you are gone, but it also serves as a good investment for yourself.Unfortunately, there is no simple yes-or-no answer to this […]

3 Big Facts You Should Know…

By John Halterman Hopeful Realism… That’s what I believe in. Pollyanna thinking ONLY is wishful thinking. Dire Chicken Little thinking …

Nowhere Else to Go But Up

By John Halterman Life comes at you fast. Two months ago, the Dow was flirting with 30,000, unemployment was at 3.5%, and the economy was…

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