Estate Planning

When Do You Need Life Insurance Coverage?

In the purest forms, life insurance is protection. It provides flexibility to your loved ones if you’re no longer around. For most people, talking about their own demise can be difficult. But in reality, it’s only a small fraction of the puzzle that makes up your financial picture. When thinking about life insurance, three common questions usually pop up - Do I need it? How much should I get? What options do I have?

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MoneyNav Bootcamp: How to Move Forward and Maintain your Financial Foundation [Part Four]

Kacy Reece

Kacy Reece

Blog Post

Did you know that April is National Financial Literacy Month? Its purpose is to bring awareness to the importance of financial literacy, and educate people on the significance of establishing and maintaining healthy financial habits. As financial advisors, we wholeheartedly support taking these steps, and what better time of year than FLM to start working out your finances?  

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Transitioning into Retirement: The Steps You Need to Take

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

You've been working your whole life. You've been (hopefully) saving up for that time when you're no longer trudging through your daily routine of early mornings, work, kids, errands, etc., and can finally bask in the glow of all those years of hard work. But how will this transition actually play out? How do you even begin? As exciting as it is to reach this point in life, it's understandable if it's slightly intimidating. No matter what your retirement dream looks like, it's important to take the necessary steps to ensure you can live comfortably.

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Virtual Afterlife: What Happens to Your Online Presence When You Pass Away?

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

Have you considered what will happen to your Facebook, Twitter, and LinkedIn accounts when you pass away?

Preparing a "digital estate plan" can help ensure that your personal information remains safe and your wishes for your online persona are carried out. This article outlines how to secure your online presence on each of the major social networking sites—Facebook, Twitter, and LinkedIn—as well as on blogs.

Facebook

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