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Blog

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Thomas Thorne | May 17, 2022

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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Thomas Thorne | May 10, 2022

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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Thomas Thorne | May 3, 2022

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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Thomas Thorne | Apr 26, 2022

Term Life Insurance and the Single Woman

Insurance
In practice, the question often arises as to why a single woman should own life insurance. Before answering it, it might be instructive to consider some
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Thomas Thorne | Apr 19, 2022

Which Life Insurance Policy is Right for You?

Insurance
Risk Management
The decision to buy life insurance is one of the most critical decisions we make, which is why the decision as to which type of life insurance policy to buy can
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Elderly woman doing yoga in a park
Thomas Thorne | Apr 12, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Thomas Thorne | Apr 5, 2022

Demystifying Whole Life Premiums

Insurance
Risk Management
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule; however, when the structure and
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Thomas Thorne | Mar 29, 2022

How to Choose the Right Investments

Finance
Investments
When you have excess cash flow and assets to invest, you can choose from a vast number of different types of investments, which can be a daunting task due to
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Hands holding a small wrapped present
Thomas Thorne | Mar 22, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Thomas Thorne | Mar 15, 2022

Zeroing in on Mutual Fund Expenses

Finance
Investments
As investment options continue to expand and competition for investment dollars increase, the mutual fund industry is coming under increasing scrutiny for the
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Thomas Thorne | Mar 8, 2022

The 4 Essential Elements of a Retirement Plan

Finance
Retirement
Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: a defined benefit pension plan that guarantees a
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Thomas Thorne | Mar 1, 2022

Picking the Brains of the Rich – We Find Some Investment Nuggets

Finance
Investments
Although we are in the business of building wealth for our clients, we are always on the lookout for those “pearls of wisdom” from the ultra-rich that might
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Financial Security Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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