Tag: Future Planning
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Estate Planning, Part 2
What’s a Trust? And How do I Start my Plan? Image by DALL-E Last month, we talked about why you need an estate plan. No matter how much or how little money you have, an estate plan will help make sure your wishes are followed and that your family is taken care of. An estate…
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Why You Need an Estate Plan
It’s Not Just For The Wealthy! Image by DALL-E For most people, estate planning is the last thing on their minds. Who wants to think about their death? Who wants to plan out what happens after they die? Isn’t that…morbid? We also tend to think of estate planning as something only wealthy people have to…
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Critical Illness, Long-Term Care, and Financial Planning
What’s the Connection? Photo by Kampus Production October has a lot of awareness focuses that are important to those of us who are in the life insurance business. Some of them are Critical Illness Awareness Month, Financial Planning Month, and Long-Term Care Planning Month. How do they relate to each other? Let’s talk about it!…
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National Life Insurance Month
Featuring Wills, Trusts & Estate Planning Photo by August de Richelieu I was talking to a good friend of mine, Sanford Livingston, and he said something that took my breath away. “We want people to understand life insurance as life-affirming, not death expectance.” Mind-blowing. 🤯 But it makes so much sense! Many people don’t realize…
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May is Disability Insurance Awareness Month
Are You Prepared? Most people don’t think about disability insurance at all. They might think of life insurance so that their families aren’t financially impacted when they die, money that helps the survivors go on with their lives. But you’re a lot more likely to become disabled long before you die, and you’re more likely…
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April is Financial Literacy Month!
And I’ve got a TREAT for you! On March 28th, it was my honor to host Educational Thursday for the San Francisco-based non-profit organization, Both Sides Of The Conversation. Their mission is to increase mobilization of advancement in Black and Brown communities by providing a safe space for conscious dialogue concerning the needs, systemic barriers,…
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Putting It All Together
Annual Review, Part 3 Part three of the Annual Review is: How are you going to get from where you are now to where you want to be? So we’ve talked about getting your numbers together to see where you are now , and dreaming about your goals for the future . Now it’s time…
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What Is Your Dream?
Annual Review, Part 2 Part two of the Annual Review is: Where do you want to be in the future (financially & physically)? The way to figure out where you want to be…is to DREAM. What does that mean? It means looking at where you are today, and thinking about what you really want for…
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It’s Annual Review Time-Let’s Not Put it Off
It’s time for your annual review. Dawnn Hills shares questions she asks her clients.
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Dealing with a Health Crisis? What You Need to Know About Insurance!
What is insurance? Is it just health insurance? Dawnn Hills explain all the different types of insurance.