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Month: June 2013

Leaving Money to Your Kids–Or Not

Watch this video on YouTube “I’ve never seen money passed from one generation to another in a manner that actually benefited the recipient.” When a psychologist said this to me several years ago, I was dumbfounded. Many parents scrimp, save, and...

Outliving Your Need for Life Insurance

Watch this video on YouTube “You need to protect yourself and your family with life insurance that you won’t outlive.” This is one of the common selling points for whole life or universal life rather than term life insurance. At first glance, it...

Defining “Fiduciary”

Watch this video on YouTube Okay, I did it again in a recent column. And I got into trouble again. That’s what I get for using the F-word. “Fiduciary.” My most recent transgression was to point out the simple fact that insurance agents are...