3rd Quarter Series: 5 Considerations for Protecting Against the Unexpected, Part 5 – The Crucial Role of Liquidity in Your Financial Plan
Welcome to the final installment of our third-quarter blog series covering various aspects of risk management. Today, we are exploring a fundamental element of financial planning that has significant implications for your daily life: the value of liquidity. What is Liquidity? To start,...
3rd Quarter Series: 5 Considerations for Protecting Against the Unexpected, Part 4 – Incorporating Generosity Into Your Estate Plan
Many of our clients recognize the many blessings they have received and are motivated to be generous. This often takes the form of annual charitable contributions to their church and other worthy organizations. Additionally, some individuals wish to leave a portion of their...
3rd Quarter Series: 5 Considerations for Protecting Against the Unexpected, Part 3 – Do You Need a Trust?
Trusts come in all shapes and sizes, and many professionals promote them for various reasons. In part 4 of our blog series on risk management, we are sorting through some of the common reasons to have or not to have a trust as...
