Though Dave has coined the term “modern day life insurance” it’s definitely something you’re going to want to be familiar with. Modern day life insurance is more than just insurance - it's financial help right when you need it. Questions & Notes 1. What in heaven's name is Modern Day Life Insurance? What makes it different? - Makes use of the economic value of your death benefit while you are alive - Can be used as a “living benefit” 2. What are some options with Modern Day L

When it comes to your retirement, balancing investments when you have multiple streams of income is vital to getting the most out of your money. Today on the show, Dave talks about a few best practices for balancing your monies and setting aside monies for long-term care. Questions & Notes 1. Why is it important to balance your investments with Long-Term care? - At some point, you won’t be able to provide a living benefit for the family you leave behind. 2. More importantly h

There are so many terms and situations that arise when discussing your retirement. Sometimes, it's helpful to sit down and take a moment to define them all with your financial advisor. Today, Dave is walking us through some major terms and situations you could find yourself in while planning your retirement. Questions & Notes 1. What are popular places to hold retirement monies in today’s volatile market? - An IRA 2. What are the parameters of a Bull Market and how can it be