In this segment B&E’s Vice President Laura Maksymkow identifies helpful hints for valuable preparation that avoids time spent in reparation.
Book Smart and Street Smart Knowledge
In this segment B&E’s Founder Dennis shares specific book smart and street smart knowledge needed to succeed in your situation.
How to Bring Order Into Your Financial Life
In this segment B&E’s President Sarah Kaelberer talks about how to bring order to your financial life.
Unique Long-Term Care Insurance Option
Background: Long-term care coverage will pay for qualified Long-Term Care (LTC) services that are required by a chronically ill individual and provided by a plan of care prescribed by a …
A Time to Die
Background: Clients with Universal Life (basic chassis) don’t often realize it, but there is a “time to die” that is best “financially speaking” for them. Our Case: We recently had …
Is Investing Like Farming?
Background: Clients often hear about a great performance for the current year and wonder why their account isn’t doing as well. Our Case: Client called concerned about their account not …
Tax Efficient Giving
Background: We have a successful business client that finds its owners wanting to do as much as possible for the charities that exist in their community. Both owners give of …
Buying Bonds without Buying Bonds
Background: Clients were moving through our PathWise™ Comprehensive Financial Planning Process. After evaluating their goals and objectives, a certain level of non-retirement (or non-qualified, as industry jargon would title it) that …
