How Can Life Insurance Help Me & My Loved Ones?

Having insurance can be an important part of your financial life. Some insurance policies are required by law, like auto insurance on your vehicle. Other insurance policies may be available through your employer, like health and dental insurance. Life insurance is another type of insurance you may want to have. You may also be able […]

What is Guardianship of a Minor Child? Why is it important?

Having children adds a new and important aspect to end of life planning and naming a guardian is the toughest estate planning decision a young family will need to make. If a child’s legal parents die or become incapacitated and never planned, the child could be placed with a new family. This can be disruptive […]

How to Choose a Financial Advisor

Financial planning involves thinking about all areas of your finances and building a plan to reach your financial goals. Financial planning can help you live the life you want as you plan for the future. However, it is difficult to know everything about budgeting, saving, credit, managing debt, insurance, investing, and other financial topics. To […]

Recordkeeping Recommendations

Saving receipts, paystubs, tax forms, and other documents can be important. But it can be challenging to know which documents to save, how long to keep them, and which papers to throw away. This information sheet provides tips on documents you should save, how to save documents, and how to throw documents away. Documents to […]

Reverse Mortgage Considerations

As you continue to pay your mortgage you will obtain more equity in your home or own it outright. Depending on your situation, over time your retirement accounts may decrease as your expenses increase. If this happens, you may consider selling your home to get income. While this can be a good option, you also […]

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