Woman buying a new house

3 Tips for Every New Homeowner

Congratulations on the purchase of your new home.  Whether this is your first home or an upgrade/downsize, the purchasing of a home is a big event in your life.  When these major life changes occur, it is important that you are properly prepared. Below are a few things for you to consider now that you finally have the keys to your

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Mother with son enjoying autumn, portrait of a young mom looking at her son, baby explores dry tree leaves, life and weather change concept

Big “Life Changes” Often Mean Big “Estate Plan Changes”

Many people who put together an estate plan do so when they start a family – assuming they put an estate plan together at all during their lifetime. While putting an estate plan together is a good thing to do, many people make few updates once the plan has been created, despite other key life events happening over the years. This

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life saver

How to Leave Your Life Insurance and Retirement Plan to Your Minor Children

Your children are your pride and joy. It is no surprise that at some point or another, every parent likely becomes concerned about who will care for a minor child or children if one or both parents die or are incapacitated. From a financial perspective, many parents turn to life insurance in an effort to take care of their family in

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Values Before Valuables

We do estate planning because we want to make sure that our loved ones are taken care of at the time of our passing. At the very least, we would want our wealth to be preserved and distributed according to our wishes in order to provide the ones we leave behind with financial stability. While the purchase of life insurance and

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