Wealth Management

Donating to Disasters and Avoiding Scams

Hurricane Harvey was the strongest storm to make landfall in the United States since Hurricane Charley in 2004 and we will soon have Irma, an even stronger storm crashing into our shores this weekend.  News of the damage Harvey has caused to southeastern Texas is prompting people to help in whatever ways they can and we are certain that the same will occur with Irma.

Long-term Disability Insurance

Disability insurance is coverage that provides you with income protection should you lose time on the job due to an injury or illness.  With disability coverage, you receive partial replacement of lost income.

For working-age individuals, disability refers to a medical condition that reduces your ability to perform your job duties.

Personal Umbrella Policy: What is it and why should I have one?

Who needs a Personal Umbrella?

You do not need to be wealthy to be sued for millions.  Juries determine damages based on the severity of an accident, not your ability to pay those damages.  Do you own or drive a vehicle?  Do you own or rent a home?  Do you want to protect the assets and investments that you worked hard to accumulate?  If you said yes to any of those, you need an umbrella.  The truth is EVERYONE needs an umbrella.

The Cost of a Wedding

Congratulations, you're getting married!  While you're looking forward to the big day, chances are you're overwhelmed with all the planning you have to do...and how you can possibly afford the wedding of your dreams.  After all, your wedding will probably be the priciest party you will have in your lifetime.  According to a study conducted by The Knot, the national average price of a wedding in 2016 was $35,329, an increase of $2,688 from 2015.

Helping Your Child Make the Transition from High School to College

Though you won't be able to ride along in your child's suitcase, there are ways you can help him or her make the adjustment to college.  You can start by talking with your child about certain subjects before he or she leaves for college and familiarizing yourself with the emotions that he or she will likely face in the first few weeks and months.  Then, you can provide a comforting shoulder to lean on.