Life Insurance Understanding universal life insurance If you are considering life insurance, one of the choices you’ll likely encounter is universal life...
In the News James Nicholas wins Lenox Advisors/NFP New York State Open at Bethpage Black Congratulations to James Nicholas for winning the Lenox Advisors/NFP New York State Open at Bethpage Black
Blog Hurricane Preparedness for Storm Season Hurricanes and windstorms can quickly become life-threatening and cause serious hazards. Learn what to do to...
Financial Planning 3 Ways a Financial Professional Adds Value A financial professional helps you have a conversation with your future self, so you make the financial...
Investment and Asset Management Should you invest internationally? The average U.S. investor’s stock portfolio allocates 90% to domestic securities. But ignoring...
Life Insurance Shopping for life insurance: Considerations Most people buy life insurance when something good happens in their lives, like the purchase of a new home or...
Life Insurance Types of term life insurance: Options, features, and value What’s the most common, basic form of life insurance? Most financial experts and mavens will tell you...
Education Funding Should you refinance student loans? Pros, cons, and advice Americans owed $1.54 trillion in student loans in the spring of 2020, according to data from the Federal...
Financial Planning Take Control of Your Financial Future There is no one size fits all when planning for your financial future. We developed the Take Control Checklist,...