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Articles

Wing of plane in sky.
Ed Papier | Jan 25, 2022

Game of Life: Financial Planning At Every Age

Education
Finance
Family
If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds
Read More
Professionally dressed man and woman looking at a tablet
Ed Papier | Jan 20, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Calculator with financial numbers.
Ed Papier | Jan 18, 2022

All Gain with no Pain? What You Need to Know About Indexed Annuities

Investments
The annuity industry must have studied the story of Goldilocks and the Three Bears because, after recognizing that investors weren’t very keen on low fixed
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Ed Papier | Jan 13, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Ed Papier | Jan 11, 2022

Financial Planning for Young Professionals

Finance
College
Savings
Lifestyle
You're 25 and feeling alive. You're settling into life after university, paying off your debts and slowly figuring how to "adult". But with the responsibility
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Robot with computer.
Ed Papier | Jan 6, 2022

Financial Advisors vs. Robo Advisors - Which Is Worth It?

Finance
Robo Advisors
What’s the difference between a robo advisor and an actual financial advisor? It may seem like there’s an obvious answer - I mean one’s a software - but truly
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Married couple a bench staring at ocean.
Ed Papier | Jan 4, 2022

When Life Insurance Makes Financial Sense in Retirement

Insurance
Retirement
When most people think about life insurance, it is something to be purchased when we’re young with financial responsibilities and dependents to protect. Any
Read More
Paris skyline.
Ed Papier | Dec 30, 2021

Think You’re Covered for Travel Abroad? Think Again

Insurance
World travel, both for business and pleasure, is on the rise again and with it the risk exposures for travelers. Liabilities and risks that most people
Read More
Emergency exit door.
Ed Papier | Dec 28, 2021

Your Emergency Fund and You

Risk Management
Savings
Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But folks, I’m sorry to say
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Ed Papier | Dec 23, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
Read More
Apps on tablet.
Ed Papier | Dec 21, 2021

FinTech - What Apps You Should Know

Technology
Smart-phones are less of an option these days and more of an extension of everyday life. Your phone is there for you when you need to know the weather, connect
Read More
An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Ed Papier | Dec 16, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
Read More

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