THE SILVER LINING BLOG

This month, my newsletter explores the following topics: • Common mistakes that derail generational wealth transfers • The wealth factor outside your personal control • Choosing between annuities and 401(k)s in 2026 • What happens if a life insurer fails Global events and their consequences are affecting all aspects of life, from filling the gas tank to wondering whether your financial plans need updating. If you’re concerned about the level of political and economi

Buying a Home? A new home purchase or renovation project is an exciting milestone - but it's also the perfect time to review your insurance coverages and make sure you're protected every step of the way. At Silver Lining, we are here to make this process as easy as possible Buying a New Home? Ask These Important Questions What factors affect my homeowners insurance premium? Insurance rates can be influenced by: The age and condition of the home Roof age and materials Electric

This month, my newsletter explores the following topics: • A simple formula to calculate life insurance needs • Five steps for small business succession planning • The gap between home value and cash • Three business succession lessons from Landman Domestic and local disruptions don't appear likely to ease anytime soon, and each carries its own potential economic implications. It’s difficult to know whether there are opportunities or challenges to address in your pl