by This article was selected for you by Brian Stallcop, CFP® | Feb 15, 2023 | Financial Planning
Key Takeaways An umbrella policy may help protect your assets from larger claims and lawsuits that could potentially cause great financial hardship. Wealthy individuals and families often don’t have large enough umbrella policies. Don’t expect umbrella insurance to...
by Brian Stallcop | Oct 14, 2021 | Financial Planning, Life Insurance
As a Certified Financial Planner® with over two decades of experience, I’ve helped clients navigate the complicated world of life insurance and secure the appropriate coverage for their situation. Here are the top seven reasons to own life insurance: Family income...
by Brian Stallcop | Jun 9, 2021 | Financial Planning
As a young adult in the 1980s, I was interested in investing and wanted to become a millionaire. This was pre-Internet so I scoured Money magazine, called the 800 numbers listed in the ads and set up several mutual fund accounts. In the 1990s I had a little more money...
by Brian Stallcop | Apr 20, 2021 | Financial Planning, Taxes
Tax Arbitrage in Your Sixties Your sixties are the very best time to defuse the tax time-bomb ticking away in your IRAs and 401(k)s. If you’re like many of our clients, you’ve diligently contributed to your IRA, 401(k) or other qualified retirement account for years....
by Brian Stallcop | Apr 15, 2021 | Financial Planning
Using Your Net Worth to Keep Score Your net worth is a simple but important calculation – it’s everything you own, minus everything you owe. Your net worth (or balance sheet) is a snapshot in time. Your net worth today might be a little more or less than your net...
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