Advice and insights to help you protect your dreams

Learn!

Never Stop Learning

From Our Blog

We write frequently on issues related to wealth protection, preservation and estate planning. For a quick  weekly read, subscribe to “WealthSmarts” by clicking the following button.

Travel insurance health medical illness injury hospital
Travel Insurance
Richard Vetter

Travel Insurance Tips

While snorkeling with the boys during a vacation in Maui a few years ago, I felt a sting. Unluckily, my right knee encountered a sea

Read More »
insurance rewards
Life Insurance
Richard Vetter

Life Insurance Rewards Good Health

Over 30 years ago, insurance companies came to the blinding realization that non-smokers live longer than smokers. Non-smokers welcomed this revelation, especially when they found they

Read More »
life insurance costco
Life Insurance
Richard Vetter

Life Insurance Lessons from Costco

Buying life insurance is similar to the strategy used by Costco: you save by buying all elements of your coverage at one place instead of paying admin costs at numerous providers.

Read More »
insurance
Life Insurance
Richard Vetter

Life Insurance is a Bad Investment!

If you do not have a need for life insurance and are holding it purely as a savings plan, you are still paying for the cost of the insurance portion of the package, and it is probably more expensive than other more sensible options.

Read More »
insurance options
Life Insurance
Richard Vetter

Plenty of Life Insurance Options

With many insurance providers and each offering different products and classifications, the possibilities can be confusing. Here’s a better way to choose life insurance.

Read More »
estate taxes
Life Insurance
Richard Vetter

Death and Estate Taxes

Some life insurance companies preach the “theory of diminishing needs” for life insurance. It says that we will become self-insured by paying down debt, accumulating

Read More »