Symmetry Wealth Strategies - Maya Katzman

Your insurance needs don’t stay the same when the nest empties, but what changes?

Insurance Needs Assessment: For Empty Nesters and Retirees Do your insurance needs stay the same when the nest empties?

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

Estate Strategies of the Rich and Famous The examples of famous celebrities underline the need for a clear estate strategy.

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life Insurance Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

If you thought that payouts from life insurance are tax-free in all cases, think again.

When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

When Heirs are Imperfect The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Valuation is important for business succession, estate taxes and even qualifying for a loan.

What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Stay Safe with a Business Owner's Policy Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

How Long Will My Savings Last If I Become Disabled? See how long your current savings might last if a disability interrupted your income.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Dog Bites and Homeowners Insurance Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Directors and Officers Liability Insurance Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.