Financial Wellness- What is it?
Financial wellness means creating a healthy economic life for yourself and feeling good about your financial situation. It is also an essential part of taking care of yourself and those around you. When it comes to your finances, financial wellness can mean different things for different people. However, it encompasses these key areas: Taking control of your money before it
Charitable Giving Through Life Insurance
Charitable giving through the passing assets today and after your death is a process that requires correct planning and execution. Legacy planning should always be a team effort involving an attorney, tax specialist, and financial professional. Charitable gifting has no right or wrong way but is best in the way that you prefer. The complexity of charitable giving through wealth
Three Types of Wealth You Can’t Measure in Dollars and Cents
For most of us, when thinking of wealth, we think about having lots of money, a big piece of land, material things, or multiple real-estate properties that may increase its value. All of these can lead to the accumulation of wealth you can’t measure. Still, others have the idea that money is what makes the world go around. However, the
It’s Time for Your Mid-Year Tax Review!
Tax season may be long forgotten for some Americans as the tax-filing deadline has come and gone for 2021. Even if you filed on time, a mid-year tax review is a great time to evaluate your current tax situation to help avoid any tax-related surprises next spring. Now maybe a great time to enact a few changes to improve your
National Insurance Awareness Day: Are You Covered?
June 28th is National Insurance Awareness Day. This prompts the question; are adequately covered? As we approach this holiday, it is a great time to assess your life insurance coverage and evaluate your risk. It’s never too late to strengthen your current coverage. Why you may need life insurance coverage The idea of life insurance can feel daunting, but the
Home Ownership in America
Did you know that June is Home Ownership Month? Now is a great time to celebrate the benefits that homeownership can bring to families, neighborhoods, and communities across America. But this year, with our current housing market landscape, Home Ownership Month looks a little different. Here’s why: Most Americans want their own home. First, let’s look at why many Americans
Two Great Ways to Celebrate the Men in Your Life
Men’s Health Month and Father’s Day are all celebrated in June, allowing you an opportunity to celebrate the men in your life—or yourself! Here are the reasons why you should pay attention to these special events: Men’s Health Month According to The U.S. Department of Health and Human Services, this national observance encourages boys, men, and their families to practice
Summertime = Outdoor Fun Time
Oh, sweet, summertime. Summer is here, and we are ready to get outside! As every state is typically warm, it’s time to enjoy this summer as we officially rise from our winter dazes. Now that getting fresh air is top of mind, here are activities for kids, pre-teens, and teens for the whole family to enjoy! Outdoor activities for kids
Mid-Year Financial Check-In
Reviewing your financial goals, retirement planning, and life insurance policies once a year is essential, but many do not realize the benefits of reviewing mid-year. Summertime is the time when people know they’re halfway through the year and think about what they want to accomplish before fall. Summertime is a great time to perform a financial check-in, update your retirement
What to Consider When Purchasing Life Insurance
Life insurance is a significant addition to your portfolio that help can protect your loved ones. And your beneficiaries if you unexpectedly pass away. While no amount of money can ease the grief of losing someone, life insurance can reduce the financial burden they may face. Let’s take a closer look at how life insurance works and what to consider