Greenberg Wexler & Eig LLC

12/08/2021

As the end of the year approaches, many rush to finalize their taxes and estate. Please check out this white paper by our own David Wexler to learn the consequences of transferring existing term insurance into an ILIT.

06/06/2018

Although it can be unpleasant to think about your death, planning ahead today can give you peace of mind, knowing that your family will be financially secure if the worst were to happen tomorrow.

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Forbes Finance Council members discuss the mistakes individuals often make when buying life insurance -- and how to avoid them.

05/23/2018

Americans are making a series of easily fixable mistakes that are slamming their retirement savings.

The number of Americans 65 and over rose 33% to 49.2 million from 2006 to 2016, and that population could double by 2060. Financial advisers say there’s plenty to do to plan for a healthy and financially comfortable retirement.

05/22/2018

Are your savings adequate? Or do you need to do better?

Experts agree that for true protection from financial emergencies, it's best to sock away up to six months' worth of living expenses in the bank. For the typical household in a major metro area, that's about $23,000.

05/21/2018

Here's a question for anyone who's about to leave an employer: Are you keeping your money in the retirement plan, or are you taking your savings with you?

Retirees and job-switchers hit a crossroad: Keep that 401(k) plan at your old employer or roll it over to an IRA. Retirement plan service providers have the ability to nudge you toward one decision or the other.

05/17/2018

May is Disability Insurance Awareness Month. Many people do not realize they need disability insurance to protect their family and protect their income. Call us at GWE to learn more.

At Greenberg, Wexler & Eig, we believe exceptional service should be standard. Individuals and Families We help individuals and families assess the risk, examine current resources, quantify the difference, and then scan the market for the most suitable risk management products. GWE coordinates the i...