Blog

Only a Heart Beat Away

Sep 6, 2017Tomas McFie

Neil Armstrong, the first man to step foot on the moon, once commented that “We only have a certain number of heart beats, and I don’t intend to waste any of mine.” What an awesome philosophy about life. This past month, August 2017, we delivered death claims to the beneficiaries of two of our clients. …

Read More...

Emotions

Aug 30, 2017Tomas McFie

“Regardless of the economic climate, money and finances have remained the top stressor”[i] for Americans according to the American Psychological Association.  In fact, more than 6 out of 10 people report feeling stressed out about money in the past month![ii] This emotional stress takes its toll on your health and happiness.  Regrettably, 1 in 5 …

Read More...

Gone Fishing

Aug 23, 2017Jesse McFie

Instead of blogging, Tom’s gone fishing. It’s not that he’s an avid fisherman or anything, but when he decides to go fishing, he goes fishing. His biggest catch was in the summer of 1990. He stopped by my parents’ house early one summer morning, picked me up and took me to the Little North Fork …

Read More...

College or Home

Aug 16, 2017Tomas McFie

To those of you who know our family, it won’t be any surprise to learn that none of our children have chosen to pursue a college degree at this time. And even though my wife and I both have college degrees (17 years of university between the two of us) we are not alarmed or …

Read More...

Assumptions

Aug 9, 2017Tomas McFie

We’ve all heard the old saying, “Never assume anything because it makes an ass out of u and me.”  But assumptions are made every day and every assumption distorts reality. For example, we live in a fairly large home, have a 75,000-gallon pool and drive SUVs and pickup trucks.  The assumption could be made that …

Read More...

Success

Aug 2, 2017Tomas McFie

Success is a curious concept. In America, being successful is typically associated with being well known or popular, being fairly assured of yourself, and being relatively nonchalant about money or, at least, the spending of money. Recently, while doing some research, I discovered a paper that described three things that differentiate those who succeed from …

Read More...

Avoiding Disaster

Jul 26, 2017Tomas McFie

Life is a risk.  Some risk is scarier than other risk, but never-the-less, all risk is uncertain.  We recently had some pretty scary risks occur in our life.  A long-time friend came to visit us and ended up falling, not once, but twice while visiting in our home.  The first time the only damage done …

Read More...

The Number 1 Thing You Need to Know About Life Insurance Dividends

Jul 19, 2017Tomas McFie

“Currently, ordinary dividends and short-term capital gains on assets held less than one year are subject to income tax.”[i]  But life insurance dividends are different. First of all, dividends paid on life insurance are only available to you if you own participating whole life insurance.  And the number one thing that you need to know …

Read More...

3 Things You Need to Know About Life Insurance

Jul 12, 2017Tomas McFie

It used to be said that “All Roads Lead to Rome.”  And at one time, that statement was probably true.  But that was centuries ago. Belief in such a statement today could land you in trouble. The same is true about whole life insurance.  It used to be said that whole life insurance cost more …

Read More...

The Number 1 Retirement Worry of Today

Jul 6, 2017Tomas McFie

Over 4 million people will retire this year.  That’s nearly 11,000 per day!  And nearly 9 out of 10 of them all have the same worry: “Will I out outlive my money?”[i]  Many accountants and financial planners run financial models to assure their clients that they will have the money they need to meet future …

Read More...
23 Pages | 230 Results