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Financial Advisor in Rochester, NY

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July 20, 2020 By billmonte

Life Insurance During the Pandemic

Life Insurance During the Pandemic How to handle possible changes in the industry due to COVID-19. Whether your client is purchasing a life insurance policy for the traditional death benefit protection to offset the loss of a wage earner or to pay for the increased future tax liability imposed on …

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July 15, 2020 By billmonte

The Covid-19 Essential Estate Planning “Go Package”

The Covid-19 Essential Estate Planning “Go Package”

The Covid-19 Essential Estate Planning “Go Package” An estate plan doesn’t do much good when key people don’t know about it or have access to key documents and information. That’s become more apparent during the pandemic as people suddenly become ill and incapacitated. Many times after someone …

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July 15, 2020 By billmonte

Life Insurance Retirement Plans: Are They A Good Choice For You?

Life Insurance Retirement Plans: Are They A Good Choice For You?

Life Insurance Retirement Plans: Are They A Good Choice For You?Retirement — it’s that glorious time in your life where the only worry you should have is why your grandchildren haven’t called yet this week. Though it is a life-changing occasion and naturally stressful, it should be an easy …

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July 8, 2020 By billmonte

Four Essential Estate Planning Documents You Should Consider Drafting

Four Essential Estate Planning Documents You Should Consider Drafting

Four Essential Estate Planning Documents You Should Consider DraftingNo one likes to think about their own death. Where will your assets go? How will you care for your loved ones? What will the circumstances be? These are very important — but very unpleasant — questions to consider.Still, death is …

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July 2, 2020 By billmonte

The Dangers Of Dying Without A Will

The Dangers Of Dying Without A Will

The Dangers Of Dying Without A WillUntil now, you may have viewed writing a will as something you’d get around to doing someday. But because of the vicious coronavirus, it’s time to treat writing a will as something every bit as important as washing your hands and using hand sanitizer, considering …

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