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Coffee with Katie

Coffee With Katie

“Coffee with Katie” was born from a desire to change the conversation and make the topic of finance more inviting and palatable for women. In-person sessions and video recaps are hosted by Kathryn M. Brown, CFP®, ChFC®, Principal and Co-Founder of Morton Brown Family Wealth.

Life Insurance: Needs vs. Wants

In her latest Coffee with Katie episode, Katie Brown discusses four reasons why people invest in life insurance: Either to meet a distinct set of needs such as income replacement and liquidity, or to satisfy certain wants, such as legacy planning and a way to offset estate taxes. She explains the important role life insurance can play in a financial plan and why the bare minimum may not be enough.Show More
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