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Estate Planning

Differences Between Financial Planning and Estate Planning

If you are new to financial services you may be asking yourself if there is a difference between financial planning and estate planning. They may sound similar but they are vastly different. Let’s go over the differences and answer some questions you may have.

Digital Assets – What Are They and Why Do They Matter?

Digital assets – what are they? Why do they matter? How are they handled by an estate? Here are some ideas to protect your digital assets after you’re gone.

4 Important Reasons to Prepare a Family Love Letter

When a spouse or partner passes away, it can be a traumatic event. Whether it was expected due to a long illness, or sudden and unexplainable, family and friends will experience grief.

4 Ways A Small Business Can Benefit From a Financial Advisor

By Joe Globensky, RFC® As a financial advisor and small business owner, I know firsthand how my knowledge and experience has helped our company. But if you have your own small business, you might not realize the value a financial advisor can...

5 Ways Seniors Can Save on Prescription Drug Costs

We have seen many examples where seniors can save upwards of $1,000 or more just by switching to a plan that covers their prescriptions more economically.

Ways to Raise Financially Savvy Kids

Whether we admit it or not, money plays an important role throughout our lives. Learning how to responsibly and smartly handle money is necessary for our children’s future financial success.

4 Areas Where the Value of a Financial Advisor is Obvious

An annual review of beneficiaries can ensure your intentions are met after you’re gone.

What Is Cash Flow and Is It Important?

Cash flow is the movement of money into and out of your household. You will either have positive cash flow or negative cash flow depending on if you have more money coming in or more money going out.