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Blogs: Wealth Management

Nicole Cole | Mar 10, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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Person with a walker.
Nicole Cole | Sep 18, 2023

Disability Insurance Tips for Professionals and Executives

Education
Disability
Health
High earning professionals and executives need the ultimate in disability income protection without which they can jeopardize their financial future. It’s not
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Business section of newspaper.
Nicole Cole | Sep 18, 2023

Should You Consider a High Yield Annuity?

Annuity
High yield annuities offer interest rates, on average, that are anywhere from a half a point to two points higher than those offered through bank CDs. The same
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Nicole Cole | Sep 15, 2023

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Nicole Cole | Sep 15, 2023

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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