Twelve points Blog
Lawyers: Protect Your INCOME (Part 1 of 2)
As a lawyer, you spend your days (and nights) looking after the legal needs of your clients. That’s what makes you so successful. You are singularly focused on achieving the best results for them. You should protect your income with the same passion.
One Way to Protect Your Income (Part 2 of 2)
Your Law Firm has a group long-term disability program. Excellent news. However, the reality is that a significant portion of your income may still be at risk.
How the Most Successful Foundations Cover Their Asse(t)s
When you serve on the board of a non-profit, you have one specific fiduciary duty: to guide the strategic operations of the organization so it can run efficiently, effectively, and responsibly.
Scouting Out a Name: Why We’re Called Twelve Points
Naming a business, especially one in the financial services industry, can be a source of frustration or inspiration, as noted in a recent Investor’s Business Daily article. Co-founder and principal, Dave Clayman, chose Twelve Points as a tribute to the 12 Points of the Boy Scout Law.
How You Can Provide For Your Family Even When You’re Gone
Most people pride themselves on being the breadwinner for their family. They achieve great satisfaction from working hard to meet the financial needs of their spouse and children. These days, in many cases, both spouses share the responsibility of earning to support their kids.
The Importance of an Independent Review on Your Life Insurance
Over my nearly twenty years in the financial services business I have seen countless instances where a failure to review and monitor life insurance policies has led to a rude awakening for a person or, worse yet, their family. Sadly, many individuals operate under the mistaken belief
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