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Investing & Planning

Investing and Planning Articles

Avoid These Blunders When Setting up a Living Trust Thumbnail

Avoid These Blunders When Setting up a Living Trust

Statistically speaking, the younger you are, the more unprepared for unexpected death or incapacitation you’re likely to be. If you’re setting up a living trust, avoid these five common mistakes to help you and your trustees benefit from the full advantages this document has to offer.

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How To Prepare For A Market Downturn Thumbnail

How To Prepare For A Market Downturn

It’s coming. At least that’s what we keep hearing about the next recession. And even though 2019 has helped us all breathe a collective sigh of relief after the market chaos at the end of 2018, our current record-breaking bull market won’t last forever. We’ve been through downturns before, and we’ll go through them again. The important question is: Will you be ready? Here are a few things to keep in mind that will help you prepare for the next market downturn, whenever it comes.

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Have You Had The Financial Talk With Your Kids? We're Here To Help Thumbnail

Have You Had The Financial Talk With Your Kids? We're Here To Help

When it comes to parenting, there’s no lack of milestones to walk through and important lessons to teach. Whether it’s passing on your values on work ethic, treating others with respect, or wise decision making, it can often seem overwhelming and downright intimidating, especially if it’s a topic we aren’t well versed in. Nowhere is this more true than with finances.

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Coping Financially After the Loss of a Spouse Thumbnail

Coping Financially After the Loss of a Spouse

The death of a spouse is one of the most difficult events a person can experience. Beyond the tremendous emotional impact, it can also be a time of deep financial uncertainty. Learn how to begin navigating this next chapter of your financial life.

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Top Financial Fears That Affect Women  Thumbnail

Top Financial Fears That Affect Women

Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. Why all the fear? What's holding females back? Here are five of the most common fears women have when it comes to money and ways to overcome them.

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How Much Life Insurance Do You Really Need? Thumbnail

How Much Life Insurance Do You Really Need?

We hear messages all the time about the importance of life insurance and the devastating effects a death, expected or unexpected, can have on our finances. But in 2018, more than 4 in 10 people didn’t own a life insurance policy in any amount and 20% of those who did said they were underinsured. Whether it’s because life insurance is confusing, too much of a hassle, or too costly, many people who need life insurance aren’t sufficiently covered. While there’s no one-size-fits-all solution to everyone’s life insurance needs, here are four questions that will clarify life insurance and help you make the right decisions.

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