Blog Posts

By Marc C. Shaffer

As a financial advisor, I always have principles of financial investing in the front of my mind, but I love to take those principles and apply them to other areas of life. That might include investing in health, people, experiences, career development or something else, but the principles can translate very well. You set goals, make plans, get started and adjust along the way.

In what ways are you investing in your life? In what ways are you avoiding making investments in your life?

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In most cases, you’re probably hoping to outlive your term life insurance policy. Outliving a policy of this type means you’re still around to experience more life, and hopefully, with less debt and obligations to cover in the future. But, what if you outlive your whole life insurance policy?

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In 2020, the U.S. had a record 22 million millionaires, up from 20.2 million in the previous year. An increase in personal wealth may bring greater financial flexibility; it may also bring greater liability.

Individuals with high net worth, or those who are perceived to have high net worth, may be more likely to be sued. And personal injury claims can reach into the millions.

Umbrella liability insurance is designed to put an extra layer of protection between your assets and a potential lawsuit. It provides coverage over and above existing automobile and homeowners insurance limits.

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The 5 Fundamentals of
Selecting the Right Advisor

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