by Marilou Davido | Jun 3, 2022 | Resources
Can a special needs trust purchase life insurance?Special needs trusts don’t typically buy life insurance policies. However, a trust is often the beneficiary of a policy. Parents set up a trust to hold assets and help pay for their child’s lifetime care...
by Marilou Davido | Jun 2, 2022 | Resources
Employer-Sponsored Health Insurance Employer health insurance is chosen by your employer. Your employer does the research, chooses the insurance company, and selects your plan options. Typically, your employer shares the cost of your premiums, which is the money you...
by Marilou Davido | May 18, 2022 | Resources
Stock market crashes produce a considerable amount of alarm because they are unexpected. Trying to predict and time the next crash is rather futile. Investment diversification has historically been proven to help weather the market’s inevitable ups and downs; helping...
by Marilou Davido | May 17, 2022 | Resources
According to Charles Schwab, risk tolerance is the level of risk an investor is willing to take. But being able to accurately gauge your appetite for risk can be tricky. Risk can mean opportunity, excitement, or a shot at big gains—a “you have to be in it to win...
by Marilou Davido | May 16, 2022 | Resources
Wealth management is not just about making money. At WFA, we believe wealth management is an ongoing process to accumulate, protect, utilize, and maintain financial assets in a tax efficient way for both your generation and the next. It involves a comprehensive...
by Marilou Davido | May 11, 2022 | Resources
Have you ever wondered what the difference is between a Financial Advisor and a Financial Planner? A Financial Advisor is a broad term for financial professionals who can help manage money but may or may not provide a comprehensive plan for their clients. While a...
