Estate planning is a process that allows one to determine how their assets will be distributed upon death. As we prepare to pass our lifetime assets to our heirs, there are key components of an estate plan that should be given careful consideration.
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A bull market is a period of sustained growth and optimism in the financial world. It is a powerful upward trend, often characterized by rising stock prices, vigorous economic activity, and high investor confidence—like a bull confidently charging forward with …
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Paying off your mortgage means that you will own your home. It moves you closer to financial independence, freeing up more money to invest for a secure retirement. By shortening your mortgage payment period, you pay much less interest over …
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When establishing a financial strategy involving other stakeholders, such as paying down a mortgage, develop a written plan that all parties agree on. You can create written point-form agreements for each to sign in areas of investing, registered vehicle planning, debt repayment, etc.
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The Living Will (or Advance Medical Directive) is a document in which you state your wishes regarding the continuance or refusal of extreme medical care, or just how much life support intervention you want prior to death as you age or if you become seriously ill.
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Here are some essential strategies that will help you achieve financial independence. It is important to get solid advice to design a plan incorporating planning values such as those noted herein. Separate your savings from your investments. Before investing for …
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We will help you plan your financial needs throughout your lifetime. Your most valuable asset is your healthy ability to earn an income. By helping you select the right combination of life and disability insurance protection and wise investments, we …
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