When we think about integrating life insurance into a client’s financial plan we often start with the traditional needs – a family with young children, a client that may face estate taxes, or someone who wishes to pass on a legacy to family or a charity. But the potential role for life insurance can extend into tax planning, estate planning and investment management as well.

“What is the best age to start drawing social security benefits?” is one of the most frequent planning questions our clients ask. 

Each member of the diversely talented team at Waldron leverages his or her unique skillset and experience to help our clients solve their immediate challenges and achieve their long-term goals.

One question I often ask clients is, what’s the difference between Nestle and Hershey’s? 

As of this post, the Mega Millions jackpot is up to $1.6 billion. That is beyond life changing, that is island buying.

Advances in communications technology have been very helpful in many respects, but when it comes to cybersecurity, the simplicity of connecting can be a double-edged sword.