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Money Matter$

Insights from the Sommers Financial Management Team

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What should I do with my Universal Life Insurance policy?

We encourage our clients to provide us copies of their life insurance policy statements for analysis. During the financial planning process, we perform a life insurance needs analysis, and determine if the client has too little coverage, too much coverage, or just the right amount of life insurance coverage – or if they need life insurance at all.

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How Much Should I Save Each Month?

How much should I save is a question we are often asked by people who are still working, yet dreaming of a comfortable retirement. Each person has their own unique goals, priorities, and income potential, and there is no consensus about how much Americans should aim to save and invest from their paychecks. However, research has been conducted and published by many groups.

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