Below you'll find a list of all posts that have been tagged as “financial plan”
Whole life insurance, also known as permanent life insurance, is a type of life insurance policy that provides coverage for the entirety of the policyholder’s life. This type of policy typically includes a savings component, known as the cash value, which builds up over time and can be borrowed against or used to pay premiums. One of the main benefits …
What is a financial and investment plan?  And why would YOU need one? Even though I am quite capable to change the oil in my truck, as I get older I find that I don’t have the time to do it on a regular basis. Thankfully, there are people out there that do this service for a living. The same …
Almost 3 months into 2020 and we’ve seen a wild ride so far. No matter where you look, there always seems to be some force of nature making news whether that be media, politics, environment or social issues. All of this information can overload us at times and detract from our long-term financial goals. As this is a financial blog, …
Most of us know somebody who has “struck it rich”. Whether that be a high income promotion, winning the lottery, a divorce settlement; or an inheritance. Sudden Wealth Syndrome is a typical effect after a financial windfall. It can cause a sudden and unexpected life transition for individuals and families. For the most part, many people are not prepared or …
Life as a business owner is exhilarating and rewarding, but lets get back to the basics for a moment. With many factors to consider, such as branding, financing, company structure, and hiring employees, it’s no wonder that bookkeeping becomes an afterthought, viewed more as a necessary part of filing taxes and less as part of an effective business strategy. Here …
