by Money Guy | Jun 28, 2023 | FAQ, Estate and Financial Legacy FAQs, Financial Planning
Remember oxygen masks on airplanes. Contributing or paying for your kids’ college education is a wonderful and noble goal, BUT you need to make sure your retirement is secure before worrying about paying for college. You may have heard us use the analogy: paying...
by Money Guy | Jun 27, 2023 | FAQ, Estate and Financial Legacy FAQs, Investing
The best place to save depends on the goals you have for your savings. Before making any decisions about your future plan, it may be worth sitting down to think about what you envision for your kids – pre-paid education, a house/car down payment, retirement savings,...
by Money Guy | Jun 21, 2023 | FAQ, Estate and Financial Legacy FAQs
Life insurance is a valuable financial planning tool, but make sure the type of insurance you choose matches your needs. When deciding if you need life insurance, it’s important to first understand what purpose the insurance would be serving. The most common use...
by Money Guy | Jun 21, 2023 | FAQ, Estate and Financial Legacy FAQs
Yes, you probably need a will. It’s an essential component of a solid financial plan. Estate planning is an essential part of a comprehensive financial plan. Ideally, everybody should have a valid Will so that their assets can be distributed according to their...
