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Articles

Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Ed Papier | Aug 4, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Ed Papier | Aug 2, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Read More
Focused young woman shopping online on her laptop
Ed Papier | Jul 29, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A teenager holding a yellow and blue longboard talking to her friend
Ed Papier | Jul 19, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
Read More
Colourful umbrellas.
Ed Papier | Jul 14, 2022

Why You Need a Personal Liability Umbrella Policy

Insurance
An increasing number of people are starting to understand that their real risk exposure is not in the costs associated with repairing or replacing their car or
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Child with apple.
Ed Papier | Jul 12, 2022

Insuring for the Underinsured and Uninsured

Insurance
It seems remarkable that more than one in seven drivers in the United States is uninsured. But with the slumping economy, that number is expected to increase
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Hands on a laptop.
Ed Papier | Jul 7, 2022

Making Sense of Whole Life Insurance Premiums

FINRA Reviewed
Insurance
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule. However, when the structure and
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Ed Papier | Jul 5, 2022

Preserve Your Assets with Long-term Care Insurance

Insurance

With the average life expectancy surpassing age 85, the number of people who will require some sort of assistance performing daily living functions can be

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Mother and child working on a laptop together
Ed Papier | Jun 30, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Wind turbine.
Ed Papier | Jun 28, 2022

Green Energy as an Investment Strategy

FINRA Reviewed
Investments

Green, clean energy has reached new heights in America. There are more hybrids than ever on the streets (Americans bought their four millionth hybrid car in

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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Ed Papier | Jun 23, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Phone, clipboard, pen and paper on a desk.
Ed Papier | Jun 21, 2022

Avoiding the Biggest Life Insurance Mistakes

Insurance

For anyone who has purchased life insurance, most would agree that it is one of the most critical financial moves they could make.  Yet, many people fail to

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