Category: Risk Management

• Do I Need a Will? Why You May Need a Better Estate Plan.

  One of the reasons why money creates stress in people is because they don’t know what will happen in the future. People don’t fully understand how different life changes would impact their finances and whether or not they should worry about it. The concept of an inheritance is older than the Bible, yet the planning…

  TC Falkner

  July 5, 2024

  Estate Planning, Risk Management

  Estate Planning, financial-planning, insurance, life-insurance, personal-finance, Risk Management

• How To Create Your Own Financial Plan

  What Is a Financial Plan? Financial planning is critical with how important money is in our lives. A reason you may feel stressed financially is largely because you do not have a plan. A Financial Plan forces you to review each aspect of your life and money so you can maximize your impact and reduce…

  TC Falkner

  June 14, 2024

  Cash Flow, Estate Planning, Giving Strategy, Investments, Retirement Planning, Risk Management, Tax Strategy

  Cash Flow, Estate Planning, Investments, Retirement Planning, Risk Management, Tax Strategy