Tag Archives: financial plan
The Critical Role of Life Insurance in Financial Planning
As comprehensive wealth managers, we believe that protecting risks through insurance is a foundational element of a financial plan. Investments are important and draw most of our ongoing focus, but without insurance, savings and investments can be lost. As author … Continue reading
Exit plan a crucial aspect to small business ownership
Gary’s monthly column in The News Tribune was published in today’s (9/3/10) business section. http://www.thenewstribune.com/2010/09/03/1326289/exit-plan-a-crucial-aspect-to.html#ixzz0yU1OlMta By Gary Brooks Business owners by nature are courageous folks who are comfortable taking risks. But there is one thing that seems to commonly invoke … Continue reading
BH&J in The Seattle Times
The Seattle Times does a monthly “Money Makeover” financial planning profile on a local individual or couple. This month, we were chosen to provide a comprehensive financial plan for the couple being featured. We worked with Dave Wilton and Molly … Continue reading
Long-Term Care – Important Part of Your Plan
November is National Long-Term Care Awareness Month. Even the U.S. Congress has urged “the people of the United States to recognize an opportunity to learn more about the potential risks and costs … and the options available.” As professionals committed … Continue reading
You Get What You Pay For … Financial Planning Edition
Wall Street Journal columnist Jason Zweig, one of our favorites in the personal finance space, wrote an article August 7 about a new service for delivering low-cost, yet “comprehensive” financial planning to the masses. Certainly, there are millions of people … Continue reading →