financial life planning

Who Should You Choose as the Executor of Your Estate?

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  estate planning, executor, Executor of your estate, financial life planning, Legacy Planning
With heaps of confusing paperwork, fine print, and intense emotions surrounding the will-writing process, it’s no surprise that 67% of Americans don’t have an estate plan.  However, putting off these vital estate decisions can cause severe problems in the long run, both for you and your loved ones.  Your estate consists of everything you own:…
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What Does It Mean to “Pre-Fund” Long-Term Care Costs?

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  financial life planning, HSA, Life insurance, Long-term care, long-term care insurance, Medicaid, Medicare, Pre-fund Long-term care, Retirement Planning
Unexpected long-term care needs can be financially, physically, and emotionally draining.  70% of people aged 65 and older will need some type of long-term care during their lifetime. Are you prepared?  Don’t let yourself or your loved ones be placed at risk by abrupt health needs. Planning for these care costs in advance can save…
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How Do You Find Your Risk Tolerance? And Why It Matters Throughout Your Life

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  financial life planning, financial planning, investing, retirement, risk capacity, risk tolerance
When you hear the word “risk,” are you filled with excitement or overcome with dread? Do your shoulders tense up? Or are you see a spark of opportunity?  Your risk profile is critical for building a long-term investment strategy that helps you reach your goals, even with unsteady market activity. In this article, we provide…
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3 Kind Ways To Financially Support Your Grandchild’s Education

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  family financial planning, financial life planning, gift tax, investing, saving for college
One of the best ways to support your grandchildren is by investing in their education. With rising education costs, it’s never too early to start thinking about your grandchild’s future.  Here are 3 easy ways to give your grandkids the gift of education.  1. Cash Gifts The most straightforward way to fund your grandchild’s education…
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