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Jed Levene | Jul 20, 2021

Retirement Income Planning Requires Realistic Spending Assumptions

Retirement
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule
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Jed Levene | Jul 15, 2021

How to Choose the Right Life Insurance Professional

Insurance
The decision to buy life insurance is one of the most important a person can make in their financial lives, and buying a life insurance policy can be one of the
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Jed Levene | Jul 13, 2021

What Should You Really Expect with Regards to Your Child’s Post-Secondary Education Costs?

Education
Finance
It’s no secret to any parent with aspirations of paying for their child’s post-secondary education that the cost of doing so is quickly inching beyond the reach
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Jed Levene | Jul 8, 2021

When a Disability Strikes

Insurance
Risk Management
Disability
It happens when you least expect it - a fall from a ladder, a skiing accident, a serious illness- no one plans to become disabled. As a result, very few people
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Jed Levene | Jul 6, 2021

The Five Disability Insurance Mistakes People Make

Insurance
Risk Management
Disability

1. Underestimating the Odds of Becoming Disabled

The risk of a disabling illness or injury that prevents a worker from doing his or her job is more

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Jed Levene | Jul 1, 2021

Long-Term Care as Part of Your Multi-Generational Plan

Insurance
Risk Management
For anyone who has dealt with an aging parent or grandparent the concept of long-term care is likely a familiar one. Those unfortunate enough to suffer from
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Jed Levene | Jun 29, 2021

Planning for the Long, Long-Term

Finance
Retirement
Most people looking to implement a financial plan are making decisions with the long-term in mind. While what “long-term” means tend to vary depending on
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Jed Levene | Jun 24, 2021

Your Protection Strategy Needs a Legal Foundation

Insurance
Risk Management
Any protection strategy that focuses only on insurance can leave you and your family vulnerable to the threat of a legal system which doesn’t necessarily share
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Jed Levene | Jun 22, 2021

When Should I Change My Life Insurance Coverage?

Insurance
Risk Management
The one thing of which we can all be certain of, is change.  Life happens every day and, as a result, we are constantly assessing our situation and changing our
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Jed Levene | Jun 17, 2021

Your Essential Primer in How to Buy Life Insurance

Insurance
Asking “how” to buy life insurance presumes that you’ve moved beyond the “why”, which is a big leap forward; however, it’s not quite as easy to answer.
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Jed Levene | Jun 15, 2021

Life Insurance - What is Whole Life Really Anyway?

Insurance
Risk Management
Although whole life insurance, in its present form, has been around for over a century, it remains somewhat of an enigma for people who want to buy permanent
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Jed Levene | Jun 10, 2021

Term Life or Whole Life Insurance – Which is Right for You?

Insurance
The decision to buy life insurance is one of the most important that we can make in our financial lives. It requires careful consideration of our needs
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