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Category Archives: Financial Planning

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essential estate planning documents

In Addition to a Will, Make Sure You Have These 3 Documents

Financial PlanningBy Wayne DundeeMay 2, 2018

If you care about who gets your assets after you pass away, creating a will is vitally important. If there is no will in place, the state in which you live will decide on who gets your assets. If you leave it up to the state, typically your assets will go to your spouse, your…

5 Reasons To Avoid Whole Life Insurance

Financial PlanningBy Wayne DundeeApril 24, 2018

If you are a higher income earner, chances are at some point you have been given a sales pitch about all the wonders of whole life insurance. It is often presented as a guaranteed investment that includes some outstanding tax breaks. Truth be told, it is often pitched because it is among the highest commission-paying…

basics of insurance

Understanding the Basics of Insurance

Financial PlanningBy Wayne DundeeApril 11, 2018

Insurance is a key piece of any comprehensive financial plan. That is why it is important to understand the basics of insurance and the many different types of insurance. Owning insurance is about mitigating risk. No matter how careful we are in our daily activities and financial planning, there is always going to be some…

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