Children are born, memories are made, young parents eventually become grandparents, and before you know it– life has run its course. When people hear the term “estate planning” they think of fancy cars, million-dollar houses, and priceless art. When in actuality estate planning is much more than that, it’s simply planning for the transfer of your assets and responsibilities once you’re no longer able to manage them. Whether that be your home, medical expenses, or dependent children, it is important for everyone to have an estate plan. So, here are the key roles to consider when putting together your estate plan.
When stock markets start tumbling, daily injections of bad news may sound like it will never end. It can spark anxiety, fuel uncertainty and trigger radical decisions in even the most seasoned investors. But panic isn’t a strategy. It’s important to keep perspective when markets get choppy. Let’s walk through some strategies that are particularly […]
The beginning of a new year is the perfect time to consider the various factors that can influence your planning. To start the year off right and build upon your financial foundation, you could: Take a look at your progress toward your goals and consider any new goals you’ve set for yourself. Evaluate your insurance […]
Starting and running a successful business can be one of the most fulfilling things someone could do. But, the reality is that starting and running a successful business can also be one of the most stressful things someone pursues. From the financial obligations of owning your very own company to creating the processes needed to […]
Many millennials believe student loan repayment to be the number one financial hardship they face today. With federal student loan rates being as high as 6.3% (2021) and the cost of living steadily rising, people are in need of a more affordable way to make payments. Refinancing your student loans might just be it! You […]