“You have insurance on your pets, your cell phone, your diamond ring, but not yourself? As a stay-at-home parent, you should only buy life insurance on yourself if you love your children.” – Jeff Gurman Many families wonder if stay-at-home parents need a life insurance policy. As a stay-at-home parent, you may think you don’t need an …
Should a stay at home parent have life insurance? Read More »
“Your largest asset is most likely your ability to earn income!” – Jeff Gurman. Is your paycheck protected against losses, like your autos and homes? Something as mundane as tripping on a curb, tearing a muscle working out, or a mild concussion could put you out of work for weeks or could limit your time …
I look at all investments as falling into three Buckets and each of these buckets have unique characteristics, so it is important to plan accordingly. Taxable Bucket: Any investment for which you receive a 1099 and can be taxed. For instance a liquid mutual fund, stock or bond portfolio, bank account and even real estate could …
Using the Three Bucket Approach when Predicting Future Tax Rates Read More »