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Articles of Interest

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Charley Stokoe | Oct 22, 2021

Why Should I Buy Whole Life Insurance

Insurance
For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance and “invest the difference”.  Proponents
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Charley Stokoe | Oct 21, 2021

Year-End Tax Planning Begins Now

Finance
With the holiday season looming, it's not too soon to do your year-end tax planning. One of the consequences of achieving financial success is that, what was
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Charley Stokoe | Oct 19, 2021

Is it Time again for Tax-Free Bonds?

Finance
Investments
Tax Planning
Over the past few years, municipal bonds may have fallen out of favor due to the fact that, until recently, the returns in the stock and bond markets were
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Charley Stokoe | Oct 15, 2021

What You Should Know Before Buying Life Insurance

FINRA Reviewed
Insurance
Risk Management

Throughout its recent history, life insurance has been a paradox for many people. It’s greatly appreciated when it is needed most, at the death of a breadwinner

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Charley Stokoe | Oct 14, 2021

Asset Allocation: The Key to Long-Term Investment Returns

Finance
Investments
Watching the roller coaster ride of the stock market can make many investors queasy.  Even though the stock market has, historically, always trended up
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Charley Stokoe | Oct 12, 2021

Why Should I Buy Whole Life Insurance?

Insurance
For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance and “invest the difference”.  Proponents
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Charley Stokoe | Oct 8, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Charley Stokoe | Oct 7, 2021

Video: Health Insurance 101

Health
 
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Charley Stokoe | Oct 7, 2021

The 4 Essential Elements of a Retirement Plan

Finance
Retirement
Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a
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Charley Stokoe | Oct 5, 2021

Universal Life Insurance as a Financial Management Tool

Insurance
When universal life insurance debuted in 1982, it quickly became a popular alternative to whole life insurance policies which had been losing favor due to its
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Charley Stokoe | Oct 1, 2021

The 4 Keys to Effective Investment Diversification

Finance
Investments
At its core, diversification is deliberate uncertainty recognizing that it is difficult to know with particular subset of an asset class, or sector is likely to
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Charley Stokoe | Sep 30, 2021

A Primer on Life Insurance Costs

Insurance
You’ve spent hours figuring out your life insurance needs, researching products and speaking with agents. You’ve been provided with several premium quotes, and
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1804 Krokus Dr.
Keller, TX 76248

CA. Ins. Lic. No. 0721561
TX. Ins. Lic. No. 2462108
WA. Ins. Lic. No. 801159

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Nothing on this website should be implied to offer tax or legal advice.  You should always consult your own tax and legal advisors regarding your own tax and legal situations. 

Both Life Insurance and Annuity policies have fees.  These fees, including surrender change which are common to these policies, are fully described in the sales and illustration documents which you can expect to receive, and should review, before making any purchase.

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