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  3. August 2016

August 2016

Will It to be So: Things to Consider for a Strong Will

Submitted by Wale Advisory Group on August 30th, 2016

Answer this riddle: what’s the one thing that will eventually happen to everyone, but generally, no one wants to discuss? Death is a subject that immediately conjures up all sorts of emotions because, let’s be honest, the absence of being IS emotional. But, death is also cause for practicality.

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How to Purchase the Right Amount of Life Insurance

Submitted by Wale Advisory Group on August 26th, 2016

Anyone with a family to protect understands the critical role life insurance plays in their financial plan However,  in determining the actual amount of coverage to provide essential protection needs, many people tend to adhere to simplistic rules-of-thumb, such as a “multiple of income,” which may leave them wondering if they own too much or too little coverage.

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Why Financial Planning is an Absolute Necessity for Everyone

Submitted by Wale Advisory Group on August 22nd, 2016
 

Debt After Death – Do You Have it Covered?

Submitted by Wale Advisory Group on August 19th, 2016

Many people deal with credit card debt all of their lives with most of them giving little or no thought to what happens with their debt after they die. The fact that nearly 60% die without a will is a strong indication that they’ve given absolutely no thought to it.

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Wale Advisory Group nor any of their agents or representatives give tax, legal or investment advice. Legal advice is provided by board-certified estate planning attorneys.  Investment advice is provided by a Certified Financial Planner, which is one of our advisory partners. The information here is a summary of our understanding of current tax laws as they relate to insurance products. Please consult a qualified advisor for these matters.

Our advisor's partners have no affiliation with Wale Advisory Group.

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