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

Capital Group Mid-Year Outlook

Capital Group Mid-Year Outlook

The first half of 2021 experienced strong gains for equity investors, as US markets (as measured by the S&P 500) were up 14.4% and International markets (as measured by the MSCI ACWI ex USA Index (USD)) were up 9.2%. Many investors are asking questions like “How...

5 Questions to Ask Yourself 5 Years Before You Retire

5 Questions to Ask Yourself 5 Years Before You Retire

Maybe you have been visualizing your dream retirement for years now – more time for golf, the grandkids, and travel. But, retirement is a new stage of life with its own hurdles. There are many things to consider when creating a realistic vision for your retired years....

February Newsletter 2021

February Newsletter 2021

We hope 2021 is off to a good start for you.  Recently we have received quite a few questions regarding Gamestop and what is going on in the stock market.  We thought you might be interested in reading up on what has been going on. I. Gamestop: Internet...

Capital Group Mid-Year Outlook

Capital Group Mid-Year Outlook

The first half of 2021 experienced strong gains for equity investors, as US markets (as measured by the S&P 500) were up 14.4% and International markets (as measured by the MSCI ACWI ex USA Index (USD)) were up 9.2%. Many investors are asking questions like “How...

5 Questions to Ask Yourself 5 Years Before You Retire

5 Questions to Ask Yourself 5 Years Before You Retire

Maybe you have been visualizing your dream retirement for years now – more time for golf, the grandkids, and travel. But, retirement is a new stage of life with its own hurdles. There are many things to consider when creating a realistic vision for your retired years....