Whole Life Insurance & the “Infinite Banking” Concept: Too Good to be True?
When it comes to financial planning, whole life insurance often stands out as a popular option. However, there’s been a growing trend of marketing it…
Options for Paying Your Long-Term Care Costs in Retirement
As you approach retirement planning, you may be wondering how you will pay for long-term care costs if you or a loved one needs it….
B&C Financial Advisors Annuity Series – Part 3: Sample Annuity Contract
In the second part of our series on annuities, we took a look at some pros and cons of annuities. To end the series, in…
B&C Financial Advisors Annuity Series – Part 2: Pros & Cons
In the first part of our annuity series, we defined some common terms associated with these often-complicated insurance products. Now that we are a bit…
B&C Financial Advisors Annuity Series – Part 1: What is an Annuity?
Those who watch daytime television may be all too familiar with scenes of people leaning their heads outside their windows, shaking their fists at the…
Recovering from Hurricane Season
We hope everyone has weathered Hurricane Irma and made it through with minimal impact. As you evaluate any damage you may have, please keep in…
Get Ready for Open Enrollment
by Sean Guldi, CFP® It’s that time of year again – Open Enrollment Season. Many of you work for larger companies who provide cafeteria-style plans…
Should You Own Life Insurance?
Clients often ask us whether or not they should own life insurance, and the answer is never simple.
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