Jun 10, 2021 | Thoughts on Financial Security
Executing a Living Will or a Family Trust.WHY DO WE AVOID THIS? Because no one wants to talk about dying, so we avoid it or put it offI get it. I put it off for years also. Let’s first talk about living.The odds are way in our favor that if we are healthy today we...
Jun 10, 2021 | Thoughts on Financial Security
This August I will turn 50.50 years old. I am challenging myself to think about the next 25 years of my life and what I want it to look like.It’s super exciting. What do I want the next 25 years of my life to look like? What do you want the next 25 years to look...
Jun 10, 2021 | Thoughts on Financial Security
NEARLY HALF OF PEOPLE OVER 55DON’T HAVE A WILL Estate planning is an important part of personal financial management and involves maximizing the benefits of wealth. Without a will, you risk leaving your loved ones unprotected…and at the mercy of laws in...
Jun 10, 2021 | Thoughts on Financial Security
It’s a little known fact. Your beneficiary designations take precedence over your will. Your life insurance, annuities and retirement plans are legally binding contracts. Please see my free guide: 5 Potential Beneficiary Designations Pitfalls, which explains it...
Jun 10, 2021 | Thoughts on Financial Security
The Parallel Paths Everyone we meet has to be on two parallel paths. The first path is the Protection Path and what I mean by that is protection from liability disability and death.And that’s about the type, the amount, and the positioning of that protection. The...
