The Macro View

Insurance Protection for Life’s Key Stages

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Whether you are just starting your career, in your peak earning years, or enjoying retirement, your insurance protection needs may change over time. Life cycle planning helps identify insurance needs that are common to particular stages of life. This can help individuals and families examine their insurance requirements in order to make future plans. Starting… Read more »

2020 Highlights the Importance of Estate Planning

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The Covid pandemic has been an unavoidable reminder of life’s fragility.  No matter how much caution we take, we’re all at the mercy of the universe and our fortunes and health can turn in an instant.  As financial planners we have the somewhat unfortunate privilege of working with and educating clients on the critical importance… Read more »