Stop Loss Insurance - The Definitions

Geoff Cook - CFP, CHAIP

Stop Loss insurance allows an employer to pay a certain amount of health costs out of pocket and allows for the insurance company to cover the costs over your prescibed amount. This option was origina...

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Geoff Cook - CFP, CHAIP

We believe that education and extra financial planning services are equally or more important than the plan itself.We have found in the past that few employees really understand how lucky they are to...

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Dont Forget These Two Simple Steps When Estate Planning

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—set...

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How to Save the Family Cottage

We have all heard the old saying, “Two things are guaranteed in life: 1. Death 2. Taxes.”We are at an interesting time right now where prices of assets over the last 50+ years have seen a tremendous growth spurt. I always find it interesting talk...

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