June 1, 2021

What is Best Execution and Why Is It Important?

If you trade securities in the stock market, the best execution rule from FINRA (Financial Industry Regulatory Authority) impacts you. Or, more accurately stated, the best execution rule protects you and your clients from conflicts of interest that can arise from the trade execution process....
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June 1, 2021

7 Ways Grandparents Can Help Grandchildren Pay for College

Whether your grandkids are learning to walk or struggling through high school chemistry, now is the time to think about starting a college fund. U.S. News & World Report concludes that the cost of college is a major financial challenge for many households. That means your grandkids will probably nee...
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March 30, 2021

Can You Have More Than One Life Insurance Policy?

Yes, you can have more than one life insurance policy. There are no legal restrictions on the number of life insurance policies you can hold, though there could be financial limitations. That's not to say it's a bad idea to have multiple life insurance policies -- two or more layers of coverage may ...
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March 25, 2021

How to Cancel a Life Insurance Policy the Smart Way

What happens when you cancel life insurance? Unfortunately, that's not a simple question to answer. Your coverage might end immediately, or it might not. Plus, you may or may not receive a refund of the premiums you've paid. These details hinge on the type of policy you have and how long you've had ...
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