When it Comes to Life Insurance - Know Your Options

The idea is simple—get enough life insurance to protect your family from the potentially devastating impact of an unexpected death. While the concept is straight-forward, as with many components of financial planning, deciding on the appropriate type and coverage level of life insurance is not quite that easy.

Cash Flow and Budgeting, General Financial Plan..., Insurance, Personal FinanceChip Hymiller, AIF®, CFP®May 4, 2021financial planning, General Financial Planning, life insurance, Personal Finance

Spring Cleaning Your Financial Files

As the days get warmer, many people are spring cleaning their homes, including all their old filing cabinets. Our clients often ask how long they need to hold on to all their old paperwork. Let’s examine the best practices for shredding your documents.

Tax, Mid Career Professional, Pre-Retiree, RetireeErin Campbell, CPA/PFS, CFP®April 2, 2020financial planning, General Financial Planning, Personal Finance, personal financial planning, tax planning