Do you need Disability Insurance?

Disability Insurance

Do you need Disability Insurance? While reviewing the financial documents during a meeting with a couple in their forties who wished to create a retirement plan, I didn’t see any disability insurance for one of the spouses.  He had a group disability policy with work, but she was self-employed and didn’t have one.  She mentioned […]

Who should you name as Executor?

naming your executor

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® A common question I received as an advisor is whom should we name as executor in our Wills? The true answer is that it depends on your situation. It usually ends up based on how complicated your estate may be, the […]