Stress Testing Your Financial Plan
A financial plan is a tool and, just like any other instrument in your life, should take into account all of the aspects of your situation – the good, the bad, and sometimes, the unfortunate! Considering the important questions about your financial future, which we wish we had a crystal ball for, will put you ahead of the majority of those that do not have a financial strategy in place. Before you know it, your plan looks better every year, and an ideal retirement is in sight; but an unexpected change can cause everything to fall flat.
Who Likes Discounts...and Apple Watches?
As someone who frequently talks about life insurance, I always hear the phrase " I won't be the one benefitting from this, my kids (or husband/wife) will." But Manulife is changing that; they have now created a product that rewards you...while you're still alive!
Is Your Business Your Retirement Plan?
If you own your business, you are likely banking on the fact that it has value, the value is increasing, and someone will buy it from you in the future.
Spotlight on Daniela Albert
Daniela joined our team back in May and has since become an integral part of the Zavitz Insurance & Wealth family.