Category Archives: Wealth Protection

Recognizing Online Scams

According to the Federal Trade Commission (FTC), identity theft is the fastest growing crime in America, affecting nearly 10 million people each year. This crime occurs when a thief obtains

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I Get Short-Term Disability Insurance as a Benefit at Work. Do I Need More Coverage?

The need to purchase supplementary short-term disability insurance depends on a whether the coverage provided through an employer-based policy covers most of a worker’s living expenses. If there is a

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Retirement Financing Risks

As Americans live longer, the task of managing money after retirement gets more complex. A retiree in his or her mid-60s typically has a different risk profile than an individual

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What Happens to My Retirement Assets in the Event of a Divorce?

Federal law requires that participants in employer-sponsored retirement plans designate their spouse as their beneficiary unless the spouse waives this right in writing. Assuming that you and your spouse adhered

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Do You Need Disability Income Insurance?

The key to determining your needs is to assess how much you would be required to spend during each week or month that you would be unable to earn your

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Is Long-Term Care Insurance a Good Idea?

There is a good possibility that you or your spouse will eventually require some form of long-term care. According to the U.S. Department of Health and Human Services, about 40%

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What to Expect from Sudden Wealth

What to Expect from Sudden Wealth By Donald L. Haisman, CFP® Our Informative Whitepaper Do not be surprised if you find it hard to handle how you should live now

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Financial Planning When the Diagnosis Is Alzheimer’s

by Donald L. Haisman, CFP® He sounded very sad, after I phoned with good news. I could tell there was something he wanted to tell me. He said he was

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Long Term Care Insurance and Financial Planning

By Roger J Macaione Jr. CFP, CLU The possibility of a long term care need is much too great to ignore in assembling the pieces of a sound financial plan today.

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Intelligent Investing: 5 Key Concepts for Investment Success Today

By Donald L. Haisman, CFP© Get our free whitepaper by clicking here.

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