What is Estate Planning?

Free Estate Planning Letter of Direction Free Estate Planning Letter of Direction I am always out visiting clients and I often get the same questions asked.  I thought it would be good idea to put them together for you.  This is the answer to what is Estate Planning? Estate Planning ranges from wills, insurance, trusts[…]

What Is An Insurance Broker?

https://youtu.be/4sKzdV2ltp0 An Insurance Broker does not work for one specific insurance company, they work for you, the client. They can also act as your advocate in the settlement of any claim that may be made by you under your insurance. In the majority of cases, an insurance broker acts on your behalf as your agent.[…]

Thank You 2018

https://youtu.be/0GylK8l0Rbc Have A Safe & Happy Holiday Season! We are extremely grateful for all the relationships we developed and enhanced in 2018 and are thankful for your continued trust. We wish you and your family a wonderful holiday season and look forward to serving you in 2019. Contact Us Jay Newton BA, CLU, CHS, EPCWealth[…]

Passing On The Family Cottage

Passing On The Family Cottage Top 3 Challenges Families Face and Solutions to Overcome Them A cottage can be a wonderful place that brings families together like nowhere else. Unfortunately, the cottage can also become a source of stress as aging parents start to ponder how to pass on the family cottage to the next[…]

5 Ways to Save This Summer

5 Ways to Save This Summer It’s official, summer is here! Like most parents you are probably looking for options to have fun, but not break the bank this the summer.  So what can we do to keep our kids active while enjoying quality family time, without having to re-mortgage our home?    Here are[…]

Life Insurance Question

The Most Important Life Insurance questions I wanted to discuss the biggest question surrounding Life Insurance today because 50% of adults are uninsured or underinsured leaving their families flirting with a financial crisis. The question is, “How much Life Insurance do you need?” I’m going to answer that question with a question; “How concerned are[…]

Teach Your Child About Money

Kids need to be taught Financial Literacy Start conversations about money earlyTeac­­­hing children how to manage money will help them throughout their lives. Start teaching children about money when they’re young. If you start early, you can build on their knowledge as they grow. This way, children will learn how to: make goo­­­d decisions about[…]