Welcome to Episode 1 in our new Podcast Series: Young and $avvy. Each week we will be featuring various finance and investing topics that will help young professionals, entrepreneurs and startups reach their financial goals. For questions or topic inquiries, comment below or use the hashtag #Youngand$avvy on social media. A Crystal Brook Advisor will…
It’s a common question for people considering life insurance – I’ve heard I need it, but how much do I really need and how much is it going to cost? To get to the right answer, you first have to understand some of the basics about the different kinds of life insurance, how they work and who is the best fit for each type.
Budgets can be boring, if you design it that way. If you consider it a guide and not a noose, you need to build in some fun: vacation, weekend stress relief or mad money to reward yourself. The goal is to know what you have and live within your means while enjoying life and not rack up credit card debt. Here are some tips on how to start:
If you think estate planning is for only the elderly or wealthy individuals, think again. Even if you do not think you have much, it’s important to have a plan for what you do have, and what you want to do with the stuff, if you pass away.