Financial affluence often comes with various benefits and challenges, including the requirement for suitable insurance coverage. High-net-worth (HNW) families typically have a more complex risk profile than the average household,… Read More
Protecting Your Assets
Life Insurance Considerations for Every Stage of Life
As we go through various stages of life, our insurance needs may vary significantly. Here’s a breakdown of the different stages: Early Adulthood (20s and 30s) Considerations: Affordability. Life insurance… Read More
Why Open a my Social Security Account?
You might assume it’s safer to keep your personal details—especially your Social Security number—off the internet. Actually, setting up a my Social Security account is an important step toward protecting… Read More
A March Letter to Clients: When Worlds Collide
Despite repeatedly denying he had any designs on his neighbor, Vladimir Putin launched an invasion of Ukraine late last month. Conditions on the ground are quite fluid, and we won’t… Read More
The War on Investors’ Minds
Past Wars and Long-Term Market Performance Since the dawn of time, war and conflict have been with us throughout history, bringing with them their own horrors and uncertainty. Stock markets… Read More
Are you ready to tackle Estate Planning basics in 2022?
The events of the past two years have caused (or should have caused) people to take a look at their estate planning, or lack thereof, to examine how world events,… Read More
Creating a Financially Organized Life
Here’s how to get a jump-start on creating a system to organize your bills, statements, policies, and other financial paperwork. View the PDF Here. Copyright © 2022 by Horsesmouth,… Read More
The ABC’s of Auto Insurance
The questions around auto insurance center not so much on whether to have it—it’s mandated by state law, required by your lender, and serves to protect your assets—but what kind… Read More