by Mike Black | Aug 12, 2025 | Estate Planning
Life Insurance Is a Financial Strategy—Not Just a Safety Net Most people think of life insurance as something you buy “just in case.” But when used strategically, life insurance becomes a powerful financial planning tool that protects your income, builds long-term...
by Mike Black | Aug 5, 2025 | Estate Planning
Wealth Is Built by Planning for the Unexpected Most people focus on income, savings, and investments when thinking about building wealth. But real financial security doesn’t come from growth alone—it comes from protecting what you have. Risk management is the part of...
by Mike Black | Jul 29, 2025 | Estate Planning
Financial Planning Is Not One-Size-Fits-All Most people think financial planning is just about investing or saving for retirement. In reality, it’s a dynamic, lifelong strategy that touches every area of your financial life—cash flow, taxes, insurance, debt, college...
by Mike Black | Jul 23, 2025 | Estate Planning
One of the Most Overlooked Financial Decisions When you leave a job, one big question often gets ignored: what should you do with your 401(k)? It’s easy to let it sit untouched, but that might not be the best move. Rolling it over—or not—can have long-term effects on...
by Mike Black | Jul 16, 2025 | Estate Planning
You Left Your Job—Now What Happens to Your 401(k)? Changing jobs is more common than ever, but what happens to your old 401(k) often gets overlooked. You may be tempted to leave it where it is, cash it out, or roll it into something new—but each option has financial...
