Category: Financial planning

Tips/Strategies for Saving for your 1st Home Unless you’ve been living under a rock for the past 10-20 years, you may have noticed the price of real estate increasing considerably over this period of time. Perhaps that’s why the rock made sense to live under. It is becoming more difficult for anybody trying to buy their […]

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Why do I need a Will? If you’re like most people, you probably don’t like thinking about your mortality. It’s never a pleasant subject, but it is an important, and often overlooked, tool that should be included in your financial plan. What is a Will? Think of a Will as being your voice from beyond […]

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Please click the link below to read: Luft Financial: What to know if you are struggling financially due to the Covid-19 Pandemic    

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Building, implementing and monitoring a financial plan will help ensure that you put yourself in a position to achieve your goals, both now and in the future.

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When clients sit down to write out their estate goals, they almost unanimously want to ensure that their money is passed down to surviving family members, paying the least amount of tax possible.

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Although many people consider Long Term care insurance as insurance meant for the elderly, it can actually be used by people at any age.

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