Schedule Your Complimentary Review
Beneficiary designations are a powerful tool for estate planning. Adding beneficiaries to your accounts gives you the opportunity to directly distribute assets after your death and helps your family avoid the expense and stress of probate. It’s extremely important to keep the names of the person or people you would like to benefit from your […]Continue reading
Planning for the future is an easy thing to put off. You may think you’re too young or healthy to worry about things like life insurance or long-term care (LTC), but that’s not really the right way to frame the mindset. The reality is, without working with your financial professional to properly plan for your […]Continue reading
Over the years, the cost of nursing home and long-term care costs have risen and continues to surge. Studies reveal 69% of retiring Americans will need some sort of long-term care during their life.1 And if there’s a single unsolved problem in retirement plans, it’s what to do when it comes to covering long-term care […]Continue reading
Today, women are providing more financial value to their household than ever before. Studies show 51% of women are responsible for household finances while 37% reported to be the primary breadwinner of their family (compared to 31% in a 2013 study).1 Whether you are single, married, working, or a stay-at-home mom, if you have people […]Continue reading
Retirement is the time where we should be able to kick back, relax, and enjoy being free of responsibility. While we’re relieved from the heavy demands of being in the workforce, in retirement, we’re in charge of our own lives and futures. There’s no one telling us what to do or how to carry out […]Continue reading
The last thing you’d want to think about is your own death. But the fact is–death is inevitable. While it’s a difficult topic to process, it’s a good thing to be prepared and plan ahead for when the time comes. Ask yourself these questions: How will my family pay for my funeral expenses? How will […]Continue reading
There’s a common misconception that estate planning is only for the wealthy. Regardless of your financial situation, an estate plan allows you to have a plan in place after your death. Especially if you have a house, children, and other assets, you need to consider getting a plan in place. Having an estate plan ensures: […]Continue reading
July marks the halfway point of the calendar year and is the perfect time to financially reflect on what’s already passed and what’s to come: Have I saved enough? How much have I spent so far? Where am I in reaching my goals? Is it too late? Well, there’s a simple answer to the last […]Continue reading
