Risk & Insurance Strategies

Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events.

MarsJewett can help you develop a strategy to insulate your family from unforeseen risks.

Risk is an inherent fact of life. Risk, by definition, means the possibility of multiple outcomes, some of which may not be favorable. Risk management is an area of financial planning that addresses the need to guard against the unexpected. Though hardly the concern of most investors, it is a fundamental part of financial planning. A strategy can include personal insurance, liability insurance, and life insurance.

At MarsJewett, risk management is a component of every well-crafted financial plan. The death or disability of a business owner or a primary wage earner, a long-lasting illness, a lawsuit against your company or professional practice, damage to or loss of real-estate – these are all potential risks that we often address in the planning process. We can also connect you to resources to help you shop for, purchase, and manage different insurance products that will fit your plan.

EDUCATIONAL RESOURCES

Summer Market Outlook

Summer Market Outlook

After three fantastic years of stock market growth, the financial markets diverged mightily in the first half of 2022. Headlines reported it was the worst start to a year since 1962 as both the stock and bond markets declined from their highs. Normally, stocks and...

Thriving into the Future: Standing with you…and your friends!

Thriving into the Future: Standing with you…and your friends!

Humanity is commencing on yet another unprecedented experience, at least financially speaking. With trillions in assets transferring from one generation to another over the next thirty years, the greatest generational transfer of wealth in history has begun. Like most...

Where to Stash Extra Cash – Can Savings Bonds Help?

Where to Stash Extra Cash – Can Savings Bonds Help?

When it comes to financial circumstances, we are susceptible to reacting differently than we anticipate. That is because our money is inextricably connected with our emotions. Do I fear further losses? Or am I excited to invest more? Both reactions, though opposite,...

Summer Market Outlook

Summer Market Outlook

After three fantastic years of stock market growth, the financial markets diverged mightily in the first half of 2022. Headlines reported it was the worst start to a year since 1962 as both the stock and bond markets declined from their highs. Normally, stocks and...

Thriving into the Future: Standing with you…and your friends!

Thriving into the Future: Standing with you…and your friends!

Humanity is commencing on yet another unprecedented experience, at least financially speaking. With trillions in assets transferring from one generation to another over the next thirty years, the greatest generational transfer of wealth in history has begun. Like most...