Monthly Archives: October 2017

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30 10, 2017

Last Will and Testament Basics

By |2019-03-11T20:41:02-07:00October 30th, 2017|Legal Documents|0 Comments

Last Will and Testament - The Basics A last will and testament is a document that allows you to outline our wishes for how you would like your estate to be taken care of. A will is a probate document. It is a common misconception that a will avoids probate. Rather, it is a [...]

13 10, 2017

Your Ideal Retirement Portfolio

By |2019-03-11T20:41:02-07:00October 13th, 2017|Advisory|0 Comments

Building Your Ideal Retirement Portfolio The ideal retirement portfolio will differ from person to person. What is an ideal retirement portfolio? It is a portfolio that will allow you to retire comfortably. While each portfolio will differ, generally it should contain certain core characteristics. In this article, we will go over those characteristics and [...]

10 10, 2017

COBRA Health Insurance Coverage

By |2019-03-11T20:41:03-07:00October 10th, 2017|Financial|0 Comments

COBRA Health Insurance Coverage-The Basics COBRA health insurance coverage comes from the Consolidated Omnibus Budget Reconciliation Act. This Act allows you to maintain health insurance coverage if you lose it through your employer. In this article, we will go over how to qualify for COBRA, what it covers, and how to manage the cost. [...]

2 10, 2017

Revocable Living Trust Basics

By |2019-03-11T20:41:03-07:00October 2nd, 2017|Legal Documents|0 Comments

Revocable Living Trust A cornerstone of a complete estate plan is a revocable living trust. It allows you to avoid probate and have control over what happens to your money when you pass. In this article, we will discuss revocable living trust basics. This includes how they work, their advantages, and how to [...]