Financial Planning

With a new era of HBO’s record-breaking TV series, Game of Thrones - House of the Dragon debuting recently, we felt it timely to revisit an article we shared three years ago when the original Game of Thrones, "watch" quite literally ended. We found that there...
Topics: Financial Planning, Fun Stuff

As human beings, it’s instinctual to take in information about the world around us and use it to inform our decisions and beliefs. And while this instinct has helped us evolve, it is important to be aware that we are susceptible to a psychological tendency...
Topics: Financial Planning

Estate planning is a deeply personal process through which we decide how we share our wealth and define our legacy. One of the expressions of these choices is the selection of a beneficiary. Common beneficiaries of an estate plan include spouses, children, or other family...
Topics: Financial Planning

As always, this year’s Annual Retreat hosted by the Financial Planning Association was impactful, insightful, and full of learnings; the speakers delivered exceptional, leading-edge presentations. But out of the dozens of spectacular presentations, there was one session that was so powerful, Elissa Buie said that...
Topics: Financial Planning, Fun Stuff, Yeske Buie Millennial

Life insurance. While most people understand that holding a life insurance policy is important, it’s also one of those tasks that many people tend to procrastinate until they’re faced with a relevant life experience that increases its level of priority. Holding a life insurance policy...
Topics: Financial Planning