Believe it or not, you have an estate. Your estate is composed of everything you own— your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions. Estate Planning is the process of making a plan in advance and naming whom you want to receive the things you own after you die.
Social Security helps older Americans, workers who become disabled, and families in which a spouse or parent dies. Today’s workers pay Social Security taxes into the program and money flows back out as monthly income to beneficiaries. Let us help you gain the knowledge you need in preparing for Social Security and receiving its benefits.
Women and Investing
Today’s women are strong, intelligent, and more successful than ever before…yet many don’t know where to start when it comes to investing. Women tend to live about five years longer than men, so their money has to stretch longer. Learn how to be more prudent and active about your savings and investing.
Whether you’re just starting out or evaluating your current plan, building wealth and planning your retirement are most likely your primary goals. It’s never too late to start, but the sooner you begin saving, the more time your money has to grow. No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement.
There are a number of investment accounts you can use to help save for a child’s education. Each offers different features and benefits and can be opened by a friend or relative on behalf of a child. Get the information you need to plan for your child’s educational future. Compare your options, see how much you’ll need to save, and find an account that meets your needs.
Many things can change your financial situation. Marriage, a new baby, a death, or job changes are life events that should prompt a review of your financial portfolio. We can help you prepare financially for major milestones with more confidence.
Your investment in a long-term care policy protects your assets and brings peace of mind to those who care for you. Long-term care (LTC) is a variety of services which help meet both the medical and non-medical needs of people with a chronic illness or disability who cannot care for themselves for long periods of time.
Click the links below to view helpful information from local businesses in the areas we serve.
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