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E.g., 02/28/2021
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When you are healthy and moving along in your life, you often don’t think what could happen – if something were to happen to you. No one expects an illness or an accident to occur, but when it does – how long could you continue paying your bills without exhausting your assets or going into substantial debt?
  | Financial Decisions

Financial Plan = More Satisfied Customer

It’s not surprising that customers who have a financial plan tend to be more satisfied with their financial advisor than those who don’t have a plan
The way we spend money is very similar to the way we eat food. If something looks appetizing, we consume. Sometimes we can go overboard and indulge too much. That’s when the unhealthy aspect kicks in. As it pertains to food, you begin to gain additional weight – financially, the additional expenses that you’ve created for yourself begin to weigh heavily on you. When that happens, then it may be time to shed some pounds to get back on the right financial track.
Financial planning is important throughout your life. Making sure you have basic protections in place, such as any life, health-related and disability insurance, to protect your assets is essential.
  | Planning

Is Your Retirement Plan Realistic?

Whether you're years away from retirement or are about to leave the workforce for good, it's critical to have a well-thought-out plan in place.
According to the 2020 Insurance Barometer study, interest in life insurance is at an all-time high.¹ With COVID-19 a likely motivator, employees are looking for more information on how to get life insurance through their employer as part of their benefits package.
  | Spending & Budgeting

5 tips for budgeting with an irregular income

Living without certainty about your income is challenging enough without having market volatility to contend with as well. Here are some tips to navigate all of your finances if you find yourself in a situation with an irregular income, and how you can still manage day to day expenses and invest some of your savings for the long-term so you can live the life you’ve envisioned.  
There's a burgeoning movement spearheaded by millennials called FIRE, which stands for Financial Independence, Retire Early. In numerous blogs, FIRE proponents share stories about retiring in their 30s and the ways to achieve it. Country living, simplicity, leisure, freedom -- here we come.

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