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Articles

Child running on wooden bridge.
Ed Papier | Mar 10, 2022

Habits of a Savvy Saving Family

Education
Savings
Family
When people warn you that having kids is expensive, it’s no joke. From diapers to food, braces to sports activities the costs add up quick. For a middle-income
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Handshake
Ed Papier | Mar 8, 2022

Protect Your Business (and Your Family) with a Buy-Sell Agreement

Insurance
Family
Imagine the following scenario: You run a successful business with your business partner of 20 years. Your business partner dies unexpectedly. After the funeral
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Hands holding a small wrapped present
Ed Papier | Mar 3, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Google home.
Ed Papier | Mar 1, 2022

Investment to Watch: Smart Home Technology

Investments
The term “smart home” sounds like something out of a movie on Syfy or a place where intelligent people go to converge. Yet, the concept isn’t new by any means
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Large house.
Ed Papier | Feb 24, 2022

High Net Worth Families Need a Complete Risk Management Plan

Insurance
Risk Management
Family
Because there isn’t a one-size-fits-all plan that could possibly fit the unique needs of every family, risk management is a process that focuses on the problem
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Ed Papier | Feb 22, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Woman holding coins in hands.
Ed Papier | Feb 17, 2022

Retained Life Estate: Open the Door to Tax Charitable Deductions

Education
Estate Planning
Tax Planning
Real Estate
A home is a place to rest your head, to create memories, and to cook dinner. It’s where your pets are—your family. What people most often forget about their
Read More
Hospital hallways.
Ed Papier | Feb 15, 2022

What are Disabilities Policies and Why Would You Need One?

Education
Insurance
Disability
The prospect of suddenly having to face life with a disability that limits your ability to work in the way you’re used always seems unlikely. Disability is
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Ed Papier | Feb 10, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
Read More
Business person pointing at laptop screen.
Ed Papier | Feb 8, 2022

Insuring Lifetime Income Sufficiency with a Split Annuity

Retirement
Annuity
Annuities have provided retirees with a safe and secure retirement solution for generations.  Deferred annuities have been a solid way to accumulate retirement
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Skyscrapers
Ed Papier | Feb 3, 2022

Robots versus Humans: Financial Advisers for the Digital Age

Technology
Robo Advisors
The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients
Read More
Married couple a bench staring at ocean.
Ed Papier | Feb 1, 2022

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Insurance
Family
The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the
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