Posts Tagged ‘planning’
New Year…New (Financial) Me
Each New Year’s the clock strikes midnight and we all vow to stick to our New Year’s resolution. How many of us actually do? The truth is, only 9% of people achieve their New Year’s resolution.* Resolutions are easiest to stick to when they are realistic. Resolutions are also easier when they can benefit and…
Read More about New Year…New (Financial) MeDisability Insurance: Protecting Your Way of Life
As a twenty-nine year old, protecting myself from a disability didn’t even make my priority list; I can honestly say that it was not even something I had given a second thought. That was until I listened to Robert’s story . . . It was the most wonderful time of the year. Each year, mid-November,…
Read More about Disability Insurance: Protecting Your Way of LifeParents: How can life insurance help ensure that your children fulfill their dreams?
No matter what the circumstances, the life of a parent is never easy. You are not only mom or dad; you are their teacher, coach, cheerleader, chef, driver, listener, supporter, nurse, and financial provider. You rarely wear just one of these hats but find yourself juggling many at the same time. No matter what hat, or…
Read More about Parents: How can life insurance help ensure that your children fulfill their dreams?Are You Being Squeezed? Money Strategies For The Sandwich Generation
An increasing number of Americans between the ages of 45 to 65 years find themselves caught in the challenging position of caring for their aging parents, while also raising their children or grandchildren. If you belong to this “sandwich generation” it can be a difficult juggling act. Are You Being Squeezed? Everyone’s family situation…
Read More about Are You Being Squeezed? Money Strategies For The Sandwich GenerationTO BE PREPARED IS HALF THE VICTORY – Special Needs Planning
Planning for the future well-being of your children is a difficult task for any parent. Add the complexity of adequately providing for the future care of a child with special needs and the process becomes even more challenging. Any special needs plan requires thought and multiple use of resources. Many of us say. “Where do…
Read More about TO BE PREPARED IS HALF THE VICTORY – Special Needs Planning12 Steps Towards Your Financial Freedom: Part 1
(PART I OF A THREE PART SERIES) It seems as if these days are filled with a constant focus on money. We “spend” a great amount of time throughout our lives trying to make it and spend it. One thing is for sure. When we speak to friends, family and co-workers, we all have similar…
Read More about 12 Steps Towards Your Financial Freedom: Part 1