Wealth Planning
Profiting From an Advisory Relationship – Wealth Management for Medical Professionals
July 1, 2019
“Rely not on the likelihood of the enemy not coming, but on our own readiness to receive him; not on the chance of his not attacking, but rather on the fact that we have made our position unassailable.” – Sun Tzu, the Art of War The ancient military general, strategist and philosopher Sun Tzu’s words are still worth heeding. Interestingly, they also draw strong parallels to our relationship with money. When it comes to high
Long Term Care Insurance: An Overview
July 1, 2019
Much of today’s population will eventually require some form of long term medical or personal assistance care as they age. How these people receive and pay for services will drive their long term care (LTC) experience. Even if you think you are well versed in the ins and outs of LTC, you might be surprised to know that long term care includes a surprising range of services and complexities. Long term care support may occur
Property & Casualty Insurance: An Overview
July 1, 2019
Property and casualty insurance protects the things you own while also providing liability coverage if you’re responsible for an accident that causes damage or injury to someone else. Though property and casualty appears relatively straightforward, it’s easy to miss the mark when securing this type of policy. An especially apt maxim when choosing a property and casualty provider is the tried but true, “You get what you pay for.” While some carriers consistently earn high
Risk Review: An Overview
July 1, 2019
SYM’s Wealth Management service engagement includes a comprehensive review of the various risk exposures that influence your financial well-being. Risk is typically defined as the possibility of harm, loss, injury, danger or destruction. Risk can be speculative, where the potential exists for either gain or loss; or pure, where only losses can result. Examples of pure risk are the perils of death, disability, fire, theft, accident and others. The potential for some degree of loss
