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Risk Management

Blog

Long Term Care: Traditional or Hybrid Policies?

Long Term Care Environment Shifting Towards Hybrid Plans When reviewing our client’s insurance coverages, a question we’re often asked is whether to purchase long-term care coverage. To answer that question there are a lot of factors to consider from your family health history to your experience dealing with a loved one going through that difficult […]

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News

InvestmentNews awards BDF 2019 Best Places to Work for Financial Advisers

Balasa Dinverno Foltz LLC has been recognized as a 2019 Best Places to Work for Financial Advisers as announced by InvestmentNews April 1, 2019. BDF was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. InvestmentNews partnered with Best Companies Group, an independent research […]

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Blog

Tips for Buying Travel Insurance

With Spring Break on the horizon, many families are hustling to pack their bags, load up the family mini-van, and get out of Dodge for the week. And if they’re really in a hurry to escape the never-ending Midwest winter, hopping on the first flights out to the beach. With all of the planning that […]

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Blog

Optimizing ‘Your Family’ Capital’s Balance Sheet

A critical input to understanding an operating company’s current health and growth potential is the balance sheet. The balance sheet is a great tool that can provide insight into the foundation of a firm. Financial professionals, including investment bankers and private equity professionals, spend countless hours advising companies on how to achieve their next goal […]

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Blog

Protecting Your Children from Identity Theft

Protecting your personal identity has been increasingly important in recent years, as concerns of hackers, data breaches and email scams all potentially expose your most sensitive information to online users. However, what most families do not realize is that Mom and Dad’s account numbers and social security numbers aren’t the only ones at risk anymore. […]

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Blog

“The Process” for Lawyers – Part II

It’s college football season, which is my favorite time of the year.  When football season rolls around I tend to make everything into a football-based metaphor – even retirement planning.  In my last blog post I wrote about “the process” for lawyers to help build a strong financial future which centered on a couple of […]

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Blog

Business Buy-Sell Agreements: 3 Areas Need Attention

Buy-sell agreements govern the purchase and sale of business ownership interests when death, disability or other significant events happen.  However, such agreements generally lack in three critical areas. Three areas that cause most concern are valuation, deadlock and retirement.  Most often, owners put together buy-sell agreements that address the easy triggering events, death and disability, […]

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Blog

The “Golden” Medicare Years – Enrollment Considerations

As a follow up to our blog, The “Golden” Medicare Years,  part 2 discusses considerations as it relates to enrollment deadlines. There are two key situations explained below – turning age 65 and either having or not having access to group health insurance. Once you have accumulated 40 quarters of eligible work credit, you will […]

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Blog

The “Golden” Medicare Years

Turning age 65 is a monumental time in life. For many it means years of hard work paying off in the form of retirement and entering the “golden years”.  Age 65 is monumental in another way – Medicare eligibility. This is the time when most people will transfer from private health insurance to government insurance. […]

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Blog

“Repeal” and “Replace (At a Later Date)”

The great debate between President Obama’s Affordable Care Act (ACA) and President Trump’s American Health Care Act (AHCA) has just begun. While the passing of the AHCA is the GOPs first attempt at reforming America’s health care, the final passage is still a long summer away. The House Bill that squeaked thru by a few […]

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