Midtown Dental

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financial planning

Difficult Conversations

posted Saturday, October 25, 2014

by: in Finance / Insurance

Recently I sat down to dinner with two of my clients from the LGBT community and had an informal yet frank discussion about what kept them up at night. The number one issue was not money in of itself, but rather their failure, and one partner’s refusal to sit down as a couple and have […]

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Critical Illness Insurance – Didn’t See That Coming

posted Tuesday, October 7, 2014

by: in Finance / Insurance

David Letterman has a funny segment in his show titled “Didn’t see that coming”, and usually the joke is about something that was bound to happen based on an individual’s prior actions. One of the things I speak to all of my clients about is critical illness insurance, because the majority of the people you […]

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Assuming Can Cause Disaster

posted Sunday, July 6, 2014

by: in Finance / Insurance

If you love at least one person, you need life insurance. Life insurance is essentially money which can replace lost income and secure the financial future of the ones you love in the event of your passing away. It is one of the building blocks of a solid financial plan to ensure that the ones […]

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