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How can I ensure my assets pass efficiently to my heirs? (Part 1)

How can I ensure my assets pass efficiently to my heirs? (Part 1)

Protecting your assets and taking the necessary steps to provide a smooth transfer to your loved ones is important. Oftentimes, certain steps are not properly addressed, and a person’s assets end up controlled by the courts. Fortunately, for most people, there are simple steps you can take to ensure your assets and personal belongings transfer in a private manner.

Should I keep my life insurance after I retire?

Should I keep my life insurance after I retire?

Life insurance serves an essential purpose during your peak earning years. Providing financial support for your loved ones in the event of a premature demise is incredibly valuable. Later in life, the question becomes, “should I keep my life insurance policy?” The answer, like most financial advice, is “It depends.” This article provides general guidance when considering your policy.

Why do I need a financial plan?

Why do I need a financial plan?

A “good” financial plan is one that is custom to your needs and will create a road map to help you achieve your goals. Depending on your situation, your plan can focus on a few life goals or provide a more comprehensive plan addressing your entire financial situation.