News

Now is a good time to sit down with clients and complete an insurance review that includes property and casualty coverage. Far too many people still believe that flooding is covered under their homeowners or renters insurance policy.

At one point or another, we financial professionals all have used the phrase: “If you fail to plan, you plan to fail.” This is especially true when it comes to retirement planning, as it is one area of life where failure is not an option. We only get one shot and there are no retakes.

Like many, I am active on social media. Being a financial planner, I cannot tell you how much it breaks my heart when I see posts from individuals who have lost family members and must rely on the help of others to pay for funeral expenses.

A new study spotlights the uphill climb females and their financial advisors face while planning for retirement. Just 18 percent of retirement-age women are informed on how to make a nest egg last in retirement (compared to 35 percent of similarly-aged men).