Financial Planning
DO YOU HAVE A FINANCIAL PLAN OR JUST AN INVESTMENT PORTFOLIO?
Financial planning should provide the framework for your overall investment strategy and is a key first step in making sure that you are on track as you pursue your financial goals.
CYBERSECURITY IN THE DIGITAL AGE: SAFEGUARDING YOUR FINANCES
In today’s increasingly digital world, the importance of cybersecurity cannot be overstated, especially when it comes to protecting your financial well-being. As we rely more on online banking and mobile payments, the need to secure our personal and financial data has never been greater.
ESTATE PLANNING 101
As you accumulate wealth in pursuit of financial goals, have you given any thought to estate planning?
LIFE INSURANCE – ARE YOU PROTECTED?
Think about your family. If you were to pass away today, would your family be able to maintain their current lifestyle? The answer for most people is no. We mainly suggest that our clients buy life insurance to take care of their loved ones should something happen to them. Life insurance proceeds can help pay off a mortgage, help your kids through school, or can simply leave a legacy
UNDERSTANDING GUARDIANSHIP FOR OLDER ADULTS
As our loved ones age, there may come a time when they are no longer able to make sound decisions about their health, finances, or daily life. In such cases, a guardianship might become necessary if other arrangements have not been made.
SOCIAL SECURITY BENEFITS FOR DIVORCED PEOPLE
In order for you to be eligible for divorced spouse benefits, your marriage must have lasted for at least 10 years. Additionally, you must be divorced for at least two years before divorced spouse benefits are payable.