Month: May 2021

Wills

If you aren’t here tomorrow, ensure your family will be taken care of! Asset Allocation Ensure your assets go to who you want and are split the way you want Peace of Mind Reduce the cost and stress on your family after your death Avoid the Courts Without a will, your assets are split according …

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Renting vs Buying

RENTING Greater short term flexibility and mobility Real estate sales are high friction Down payment can be invested elsewhere Landlord liable for maintenance and repairs Landlord liable for maintenance and repairs BUYING Real estate typically appreciates slightly faster than inflation Improves sense of family stability Fixed-rate loan payments are static Want to build investment equity …

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Homeowners Insurance

Typical policies include four types of protection: dwelling, other structures, personal property, and liability coverage. Coverage limits and deductibles may apply because not all policies are the same These coverages. Dwelling If your home is damaged, dwelling coverage may help pay to repair or rebuild the home. Other Structures Coverage may help pay to repairand …

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