Plan ahead this New Year and set aside a portion of your income for savings. It is crucial as it offers peace of mind, allows you to plan out your short-term goals, and gives your family security in case of unfortunate circumstances....
Read More ›When you keep track of your expenses, you will know where your money is going and what changes may need to be made. Most banks offer snapshot tools that will help you compare expenses on a monthly basis. Take a few minutes to review all of your charg...
Read More ›When you plan to leave assets such as a 401K, financial accounts, homes, cars, etc. to your loved ones, it’s imperative that you consider the tax liabilities associated with each asset. For example, leaving a 401K account to a spouse is tax-free, b...
Read More ›These are documents known as a living will and a healthcare proxy. This describes the type of medical care a person would like in the future. Do you have a digital copy of your Advanced Directives? Store it safely at Life Snapshot, Inc. so your desig...
Read More ›Many banks and financial experts recommend that you save anywhere from three to six months’ worth of salary for your emergency fund. In these uncertain times, plan to save for the future....
Read More ›When you have a financial plan set before your retirement, you’re sure to enjoy your golden years less stressed about how to access money to fund your ongoing lifestyle. So how do you set aside enough money for your retirement? Consider creating a ...
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