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Articles

Wind turbine.
Ed Papier | May 5, 2022

Why Should I Buy an Annuity?

Insurance
Annuity
Annuities are more than just financial products. They are financial solutions that fill a need or address a concern, whether it is for tax savings, guaranteed
Read More
Students studying around a table.
Ed Papier | May 3, 2022

Affording an A+ Education

Education
College
Family
Too wealthy for financial aid and too strapped to pay out of pocket? Turn to other options.
Read More
Child running on wooden bridge.
Ed Papier | Apr 28, 2022

Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Education
Savings
Lifestyle
Family
Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought
Read More
Compass on wood table.
Ed Papier | Apr 26, 2022

The Biggest Reasons to Own Life Insurance

Insurance
Family
Most financial planning experts agree that life insurance should form the foundation of everyone’s financial plan.  For most families, their most basic
Read More
Two men sitting at a table and having a conversation
Ed Papier | Apr 21, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read More
Dandelion blowing in the wind.
Ed Papier | Apr 19, 2022

Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k

Education
Investments
Tax Planning
Lifestyle
The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal
Read More
Person sitting on dock staring out at water.
Ed Papier | Apr 14, 2022

When Whole Life Insurance may be the Best Option

Education
Estate Planning
Insurance
For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance and “invest the difference”.  Proponents
Read More
Kids sitting on a bench.
Ed Papier | Apr 12, 2022

Everything you Need to Know About Buying a Life Insurance Policy

Education
Insurance
Family
If you are at the point where you are asking how to buy a life insurance policy, then you have already made the most important financial decision, which is to
Read More
Elderly woman doing yoga in a park
Ed Papier | Apr 7, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
Parents holding their child's hands. The child is jumping
Ed Papier | Apr 5, 2022

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
Read More
Row of houses.
Ed Papier | Mar 31, 2022

Making Money in Real Estate: Pitfalls to Prepare For

Investments
Property
Real Estate
Ask anyone and even if they don’t know a thing about investing they’ll say, “oh, real estate is a great investment!” Well, it can be if you approach it in a
Read More
Hospital hallways.
Ed Papier | Mar 29, 2022

Using Cash Value Life insurance to Increase Portfolio Returns While Reducing Risk

Finance
Insurance
Life insurance has existed for nearly two centuries as essential planning tool that protects dependents from the risk of a breadwinner’s untimely death. However
Read More

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