In order to plan for your future, it is important to know exactly where you are in life today! Your finances are no different. Have you ever taken the time to determine exactly how much you are financially worth? Are you heavily invested into real estate but have little in the bank account, or do you have healthy bank balances but a hefty credit card balance? Understanding where and how you allocate your wealth are key ingredients in identifying and…
The Newsroom By Freisenbruch
What if I Already Have Life Insurance Through My Employer?
Securing your family’s financial future with life insurance can ensure they are taken care of in the event of your sudden death. In Bermuda, there are two types available to us—group life and individual life; but most of us don’t…
January 20, 2022
The Newsroom By Freisenbruch
The Insight: Retiring Overseas
There is a growing trend in Bermuda for pre- and post-retirees to consider moving to another country for the last chapter of their lives instead of spending their retirement years on the island. The chief reasons are usually the possibility…
December 16, 2021
Investing Today by Clarien
A Bermuda Family Investing Timeline
Their only child, John, was born in Bermuda in 1990. Still a time of relaxed island tranquillity, Bermuda was opening its doors to international commerce; the promise for future business growth was exceedingly optimistic. The family, comprised of his parents,…
November 29, 2021
The Newsroom By Freisenbruch
Understanding Retirement
Whether you’re just entering the workforce, or you’re middle-aged and thinking about saving extra for your future, or your golden years are just around the corner, thinking about retirement and the rules and regulations that apply here in Bermuda can…
November 24, 2021
The Newsroom By Freisenbruch
Give the Gift that Lasts Their “Whole Life”
Looking for a unique, lasting gift for your child or grandchild? A shiny new toy, or the latest fashion trend are thoughtful ideas, sure, but there’s another gift that’s far more valuable—and it’s one that a child or grandchild won’t…
November 24, 2021
