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Welcome to the WINDERMERE blog

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I’ve written about life insurance in the past (you can one such post here). It’s a subject that comes up quite often with clients as it is yet another example of a financial topic that can be rather confusing and challenging to navigate on your own. This past week, I talked with two clients about […]

Client Question: Life Insurance for your kids

December 12, 2024

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In talking with a client this week, I learned that he has not completed his estate planning as I have been recommending for a while now. He recently got married and is expecting a child, so the establishment of these documents is more important than ever. He certainly appreciates and understands the importance of this […]

Client Question: Before Formal Estate Planning

April 11, 2024

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Every once in a while, I have a topic come up in multiple client conversations in a given week – and this week that happened with life insurance. I’m taking that as a sign that it’s a good time to cover a few considerations with this topic! Please note that I’m not going to address […]

Client Question: Life Insurance

April 27, 2023

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