Are Your Beneficiaries Up to Date?
Beneficiaries come into play when thinking about who your assets will go to–things such as money in the bank, retirement accounts, investments, and life insurance policies. Put simply; a beneficiary is the person (or people) you name to inherit
End of Year Financial Checklist
As the end of the year closes in, now is a great time to take inventory of your finances and make a list of steps you need to take to end the year on a strong financial note.
October Is Financial Planning Month
As a nod to National Financial Planning Month this October, we would like to share three money moves that align nicely with this time of year. Some of the soundest financial advice is the advice that has stood the test of time. Consider these: Of course, your financial situation may merit different or additional steps this […]
September is Life Insurance Awareness Month
On this week’s Financially Fit Allen Dembski, Managing Partner, and Taunya Abaya, Financial Advisor and CFP®, discuss the importance of life insurance. There are three different types of life insurance that are briefly discussed. If you want to have a more in depth conversation about life insurance, don’t delay, please reach out. We are available […]
Evaluating a Job Offer
If you’re considering changing jobs, you’re not alone. Today, few people stay with one employer until retirement. It’s likely that at some point during your career, you’ll be looking for a new job. You may be looking to make more money or seeking greater career opportunities. Or, you may be forced to look for new […]
Designating a Beneficiary for Life Insurance
It’s Life Insurance Awareness month. We’ve all heard how important it is to get life insurance. Don’t wait until it’s too late. Make sure you do diligence and plan now. It is also important to make sure your beneficiary is up to date. A beneficiary is the person or entity you name (i.e., designate) to […]
How Women Are Different from Men, Financially Speaking
We all know men and women are different in some fundamental ways. But is this true when it comes to financial planning? In a word, yes. In the financial world, women often find themselves in very different circumstances than their male counterparts. Everyone wants financial security. Yet women often face financial headwinds that can affect […]
Women: Moving Forward Financially after the Loss of a Spouse
The loss of a spouse can be a devastating, life-changing event. Due to longer life expectancies, women are more likely to face this situation. Becoming a widow at any age can be one of the most difficult challenges a woman must face. Not only is there the emotional loss of a spouse, but also the […]