Entries by Kindy P.

The Building Blocks of Estate Planning

Most people don’t spend too much time thinking about end-of-life planning on a daily basis, but doing so is part of a comprehensive financial planning process. To get you warmed up to the basics of estate planning, this article focuses on two basic tools you have available that make up the foundation of estate planning […]

Protecting Your Largest Asset

Recently, I talked with a couple of clients regarding their employer-provided disability insurance coverage. One of my goals for 2021 is to increase your awareness of its importance within your overall financial wellness plan. For example, while many of you have some level of group disability coverage through your employer, how closely have you studied […]