What does asset allocation mean?What is the difference between a retirement plan and investing?What are the key pieces to a retirement plan?Who should consider a personal umbrella policy?When should I purchase long term care insurance?
A retirement plan refers to the arrangements you make during your life time to plan for a steady income during your retirement. Investing can be part of that retirement plan, and is a term relating to saving and earning additional income usually through purchasing assets (stocks, bonds and mutual funds), in hopes of getting a…
The first piece is to finding the person you are comfortable with who can help you develop your financial strategies and determine what is appropriate for you given factors such as your age, and appetite for risk. You then need to look at several key parts of your plan to protect your life, your investments,…
Anyone with substantial assets Anyone with high income, either now or anticipated in the future Public office holders (Selectman, Mayor, City Councilor, State Rep…) People with a "high" profile in the community People with a visible occupation (attorneys, doctors, accountants…) People with a high position at their place of work (President, CEO, CFO…) Normal family…
The optimum age for purchasing long term care insurance is between the ages of 45 and 50 because this is the age when you will get the most value for your premium dollar. Most people don't think about purchasing the coverage until they are in their 60's. Although you can still obtain coverage at that…
We hope everyone enjoys their Holidays and celebrations whatever they may be! Our office will be closed early Friday December 23rd at 3PM and closed Monday December 26th so our team members can take some much deserved time with their own family and friends. Best wishes to all! pic.twitter.com/sAP3…
Congrats to all who were acknowledged last week at the Merrimack Valley Chamber's Annual Dinner!
One of our Insurance Advisors, Lars Olsen, serves as an Ambassador to the Chamber & is a Board member for the Haverhill Exchange Club. The club is pictured with @MassGovernor below! pic.twitter.com/u3xO…
As the Endorsed Agency for the NH Association of Residential Care Homes, our Assisted Living & Eldercare Practice Group was pleased to attend the 2022 Convention. Relevant presentations & wonderful conversations! Congrats to our raffle winner, we’ll be calling you directly! pic.twitter.com/URZy…
Congrats to our Agency leader Beth Needham! Beth was installed as the Chairperson of the Big I NH in Portsmouth Tuesday night. We are very proud of her & excited she is leading a strong organization that helps NH insurance agents, our companies, and local business community's! pic.twitter.com/R4e5…
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