Perspectives on Life

Planning Strategies

Discover financial planning strategies that will guide you through all stages of your life – from starting out, to building a family, to retirement.

Latest Stories

Life Insurance and Small Business Succession Planning

By Margaret Muldoon | November 18, 2014

Small Business Saturday is a great reminder of the importance of small businesses to the health of our economy, but I think it’s also a good time for us to think about the health of our small businesses.

Hidden Dangers of Retirement: Taxation

By Lynn Nolan | October 28, 2014

There is this myth that when you retire you’re going to be in a lower tax bracket. Maybe you are, maybe you aren’t. Most people focus on saving money for retirement, but few put any planning into how to withdraw the money in the most tax-efficient way.

The Difference Between Investing in Variable Life and Investing in Your 401K

By Keith Huckerby | August 22, 2014

We blog a lot about how you can use the cash value of your permanent life insurance to fund many of life’s possibilities – a child’s college education, time off to care for an ailing parent, start a new business, etc.