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Articles

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Ed Papier | Sep 2, 2021

Infographic: How to Choose the Right Investment Advisor

Investments

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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Woman in a suit holding a piece of paper. She is in an office setting.
Ed Papier | Aug 31, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Women on beach staring at child in ocean.
Ed Papier | Aug 26, 2021

Life Insurance and the Single Parent

Insurance
Family
Pat does not currently receive any financial support from another parent and there wouldn’t be any upon her death. Her sister and brother-in-law are her
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Married couple in front of lake.
Ed Papier | Aug 24, 2021

Financial Planning for Newlyweds

Finance
Lifestyle
Family
Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about
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Happy couple.
Ed Papier | Aug 19, 2021

Pay Yourself First - The Holy Grail of Personal Finance

Finance
Lifestyle
Savings
Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick
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Business handshake.
Ed Papier | Aug 17, 2021

How to Choose a Life Insurance Agent

Insurance
Lifestyle

Buying life insurance usually starts with trying to determine how much and what type you should buy. You will probably need some help making those decisions, so

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Old men playing chess.
Ed Papier | Aug 12, 2021

Annuities and Retirement Planning

Annuity
Retirement
The growing demand for more predictability and security planning for retirement income has led an increasing number of retirees and pre-retirees to look to
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Child with apple.
Ed Papier | Aug 10, 2021

How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Insurance
Lifestyle
Family
Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life
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Ed Papier | Aug 5, 2021

Infographic: The Importance of Financial Goals

Finance
Lifestyle

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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Married couple a bench staring at ocean.
Ed Papier | Aug 3, 2021

Do Spouses Need the Same Amount of Life Insurance?

Insurance
Family
Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and
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Door of a house.
Ed Papier | Jul 29, 2021

Six Questions about Buying Mortgage Life Insurance

Education
Insurance
You’ve worked hard and after five years of disciplined savings, you’ve been approved for a 20 year $200,000 mortgage. It’s an exciting time and amongst the
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Walking with a walker.
Ed Papier | Jul 27, 2021

How Costly Gaps in Disability Insurance Coverage Can Be Avoided

Disability
Insurance
A big mistake many professionals make with disability insurance coverage is that they take what is offered, and then buy and forget it. If they purchased it
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