New Course Financial

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It’s National Insurance Awareness Day. Everyone knows insurance can protect your family from financial devastation in the sad event of a family member passing away, and payouts are usually tax-free. But did you know that today’s life insurance policies can also offer living benefits, like tax-advantaged retirement income, or funds if you develop the need for long-term care? If you have a permanent policy, you might want to have it professionally reviewed to see if an exchange or replacement might offer you better terms. Call us to discuss insurance!

Anyone can get into trouble with debt. When it comes to paying it off, the best strategy for you depends on your financial situation: https://cnet.co/3K9QJ4Y The important thing is finding the solution that fits your current budget and helps you knock out your debt fast without hurting your current and future financial goals.

It’s the first day of summer! What are your plans? 🍉☀️✈️🌴🏖️

Around 40% of people think they don’t have enough assets for a will or estate plan, which is a misconception! Not having the proper estate planning documents in place can put your loved ones in a difficult situation, because probate courts will determine who gets what in a process that can be lengthy, costly, and stressful for family members and loved ones: https://cnb.cx/3yC2kXS Let’s talk.

HAPPY FATHER’S DAY to all the wonderful DADs out there!!!! 👔

What millennials and Gen Z worry about is a LOT. One of the ways we can help is to work with your whole family to create a multigenerational wealth plan. Let’s talk.

Is there a “magic number” for retirement? Is it $1 million? $1.5 million? The fact is that everyone’s situation is completely unique, and the amount you will need is reliant on your retirement goals, lifestyle needs, tax situation, and your ability to generate reliable income streams. Let’s discuss YOUR retirement plan well BEFORE you plan to retire! Call us.