Tag: personal-finance

• Are My Investments Right for Me? Why Investment Planning is So Important.

  Investing may arguably be the most popular financial planning topic. Most people roughly understand what investing is and have heard about the stock market before. If you interviewed 1,000 people closest to me (or any financial professional really), I bet the majority would say I do “something with stocks” or “something with taxes”. While they…

  TC Falkner

  July 12, 2024

  Investments

  investing, personal-finance

• 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