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
We hope you can join us for our annual client appreciation event on Saturday, November 16 at the LeMay Collections at Marymount. Doors open at 11:30am and lunch will be served at noon. Afterward, you're free to embark on self-guided tours at your own pace through...
Key Financial Data 2024
If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.
Social Security and the Pursuit of Financial Independence
A lot has changed in the workforce – and human longevity – since the Social Security system was established in 1935. Nearly a century ago, retirement arrived at age 62, and many people passed away by age 65. Retirement was three years, not twenty-five or more. Today,...
We hope you can join us for our annual client appreciation event on Saturday, November 16 at the LeMay Collections at Marymount. Doors open at 11:30am and lunch will be served at noon. Afterward, you're free to embark on self-guided tours at your own pace through...
Key Financial Data 2024
If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.