Great WSJ article on common planning mistakes people make that can cause frustration and added expense upon the death of a spouse.  These mistakes could have been easily avoided. READ MORE

Mistake 1 – You fail to review your policies every few years Problem: Many policies are term insurance and provide for temporary coverage.  It’s easy to forget when the policy term duration is set to expire. Solution:  Months/years before your term is set to expire it’s best to explore your options.  [...]

Adequate insurance coverage is the foundation to a sound financial plan.  The linked article gives insight on why long term care insurance should be a part of your plan. READ HERE