Category: Financial Planning

Healthcare is one of the largest expenses for people in retirement, but it’s not easy to budget for them. Sometimes, accidents happen, or certain health-related concerns can come out of nowhere. Because of how difficult it can be to predict; it can be just as difficult to plan for it. But luckily, there are tools […]Continue reading

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Proper legacy planning could be one of the greatest gifts you give your loved ones. However, you may be delaying the process of creating an estate plan because you’re thinking, “Where do I start?” Below are key questions you should be asking about your estate plan. Have You Created Your Will? A will is often […]Continue reading

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Annuities may be used for more than just lifelong income. Some annuities come with additional features for a cost, known as riders. Here are some of the most frequent ones: Long-Term Care Riders: Long-term care costs (either in-home or nursing home care) can be alleviated by these features, which add income to help pay for […]Continue reading

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You’re probably familiar with the classic retirement accounts such as 401(k)s, IRAs, and pensions. But did you know there is a financial product out there that is customizable and can be tailored to your specific risks and financial goals? An annuity is an insurance-based financial product that takes in payments from individuals and pays them […]Continue reading

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What’s the best way to calculate how much insurance coverage you should buy? What’s your risk tolerance? What will you need? How much can you afford?   How long of a period should I insure myself for? How much can you afford? What does projected inflation look like? What coverage will give you peace of […]Continue reading

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An estate plan is your opportunity to indicate how you want your property, belongings, and financial assets distributed after you die. Without a written plan, you leave these personal choices up to state law and probate courts.   An estate plan is more than just a will Designates durable powers of attorney to watch over […]Continue reading

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