Financial Planning, Retirement Planning, Insurance Planning
Life insurance is a great addition to your portfolio that help can protect your loved ones and beneficiaries if you unexpectedly pass away. While no amount of money can ease the grief of losing...
If you love to travel, summer is a great time to do so and have new experiences near home or far away. As you plan, remember to budget for travel expenses and look for...
Spring is a great time to review your insurance coverage. Insurance is a means of protecting your assets against premature liquidation. When a loss occurs, the assets you’ve worked hard to attain face liquidation...
Now is a great time to review your life insurance policies and determine if you have enough coverage. When someone we know passes, often, we are reminded how precious life is and how financial...
There is no one size fits all age; your unique circumstances and goals will dictate the appropriate time for you to take Social Security retirement benefits. Some SS strategies may boost your monthly benefit...
Financial literacy activities may help prepare children for financial confidence in adulthood and help parents and children feel more comfortable talking about money. Teaching children about money and financial literacy using games can make...
529 plans are tax-advantaged savings vehicles designed to accumulate contributions and help pay for the beneficiary’s qualifying education expenses. Sometimes, 529 plans have unused funds after the beneficiary graduates or decides to discontinue their...
As our population ages, discussions about long-term care (LTC) and who pays for it are essential for many families and state governments. LTC is ongoing care in a care facility, nursing home, or at...
529 plans are tax-advantaged education savings accounts where contributions accumulate and grow tax-free as long as withdrawals are used for qualified education expenses. 529 plans may also be part of a wealth transfer strategy...
Recently, Silicon Valley Bank (SVB), a commercial bank headquartered in Santa Clara, California, failed. SVB was the 16th-largest bank in the United States at the time of its failure on March 10, 2023, and...