Monthly Archives: April 2020

When Should You Review Your Life Insurance Policy?

Life changes. Once you graduate from medical school and complete your residency, the rate of change only seems to escalate. New job opportunities and business decisions can mean more income, while marriage, children and owning a home lead to more spending.

As these changes occur, ask yourself: What happens if I die and am not […]

A Whole Life Strategy for Minimizing Taxes in Retirement

While we tend to focus on ways to minimize taxes while we’re working, it’s also important to consider how to make retirement less taxing. One tax minimization strategy for retirement is the 7702 plan, which you fund with after-tax dollars. It’s a life insurance policy that augments the death benefit protection with an investment […]