What would happen to your family if you were suddenly gone? How would they fare financially? Thinking about those questions usually leads people to purchase life insurance. After all, life insurance is how you can be sure your loved ones will be okay financially when you’re gone. It’s not hard to see the value in and the need for life […]
If you have a credit report (and most of us do), there’s a good chance that you were one of the estimated 143 million Americans affected by the recent Equifax Data Breach. If you have been affected, it’s important to be proactive to protect your credit now. What Happened? According to the Federal Trade Commission, the breach lasted from mid-May […]
By Boyce F. Lowery, CLU, ChFC You’ve been working hard on your business spending countless hours dealing with all the challenges a business owner must face. Because of your hard work and diligence, your business may now be your most valuable asset, but do you really KNOW what your business is worth? Would you like to know? There are lots […]
Whether you are looking to exit completely or just slow down, every responsible business owner needs an effective exit plan. There are a lot of things to take into consideration when strategizing your eventual departure, from ongoing leadership to valuation to taxes. What if there was a way to step out of your business at your own pace while maintaining […]
By Boyce F. Lowery, CLU, ChFC Diversification. It’s one of the first things we learn about when seeking to save for the future. We’ve heard this saying all of our adult lives: Don’t put all your eggs in one basket. It seems like one of the few things that most financial professionals actually agree on. But what does diversification really […]
By Boyce F. Lowery, CLU®, ChFC® Wealth is fragile. Amassing it is sometimes a function of good planning and sometimes a function of serendipity. Preserving it, however, is always a function of good planning. Regardless of one’s knowledge of finance and investing, we all are aware of how delicate our finances are, and how quickly they can change. This […]
By Boyce Lowery, CLU®, ChFC® We all know the saying “it’s in their genes.” For the men in my family, being an insurance professional was in our genes. I grew up with a father who spent most of his working life as a life insurance agent. Both my twin brother and I were fascinated by how many people he […]
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