Erin Bui digs deep, sharing her family's concerns about her special needs uncle, who is on the autism spectrum. She then brainstorms ways to protect her uncle's future through special needs financial planning, which encompasses life insurance, special needs trust, disability insurance, long term care, and tax-advantaged investments. Control is what we all want in our lives: we … [Read more...] about Planning For Your Special Needs Loved One Starts Now
Investments
Time Flies: Kids Are Grown, “Empty Nest” Looms
Erin Bui chats about her parents and the concerns of a mature couple, at the stage in life where they're sending their children off to college, helping pay for college costs, and the important checklist of things to do as the empty nest looms. When you were young and just got married, you probably thought you had all the time in the world. You had children, secured stable … [Read more...] about Time Flies: Kids Are Grown, “Empty Nest” Looms
Breaking The Cycle of Poverty: Start With Your Mindset
Marc Ang gives a pep talk about some financial basics, such as saving money, not spending more than you have and focusing on your financial goals; based on a real life example of a successful retiree, Carla. Having financial basics are key before you even think about insurance and investing and keeps you from being a slave to your finances. Why do some people rise up from poor … [Read more...] about Breaking The Cycle of Poverty: Start With Your Mindset
The Young Family Preparation Checklist
Michelle Sun gives young families and couples just starting out their household, a list of to-do items such as estate planning, life insurance, disability insurance and basic investments. With the birth of a new child comes the celebration of life, but with younger kids comes more financial responsibility and care, especially during the first few years after their birth. A … [Read more...] about The Young Family Preparation Checklist