Using Life Insurance to Create Intergenerational Wealth

Have you ever wondered how some families maintain their wealth over several generations? What's their secret sauce? The answer may lie in using life insurance to establish a legacy that lasts over multiple generations.

Establishing financial wellness is a personal, ever-changing state of being that enables one to exercise choice while feeling in control of finances.

The average household with credit card debt had a balance of $7,149 in 2020. For the average household carrying credit card debt as of September 2020, this equates to an annual interest of $1,155.

One reality of life is that risk is ever present. It exists in our commute to work, in our investment choices, and in our lifestyle decisions. Some risks can be transferred to an insurance company (e.g. auto or homeowners), while others we assume ourselves.

Women can experience more challenges saving for retirement than men, and unfortunately, COVID-19 has added even more challenges.

As we enter a new year, many are hopeful that 2021 will be positively different from 2020 in health, the environment, and the economy.

October is the Financial planning month and a great time to meet with your financial professional to ask questions, review policy and portfolio performance, and make decisions that keep you on track with your goals.

If you are not contributing to your health savings account (HSA), you miss out on a great way to save for health care expenses now and during retirement . HSAs allow you to save money tax-free through payroll deduction.

Experiencing the death of a loved one and what can financially happen if not appropriately planned for is an unfortunate reality for many. Not having protection through insurance and legal documents can turn a tragic situation into a financial crisis.

INSURANCE IS A VALUABLE TOOL EVERYONE SHOULD CONSIDER In today’s world there are many uncertainties, but without being humorous, the one certainty we can rely on is each of us has a mortality schedule and will pass away.

Become a part of a growing, local financial advisory firm! Link Financial Advisory is a Las Vegas based firm that aims to provide exceptional service for a wide range of financial needs. As an independent firm, we are able to offer a variety of strategies, in

Here we are, already to the end of 2019! The end of a year and the start of a new one is when most people decide to clean up and implement changes in some areas of their lives.

At some point, a successful business faces liquidation for all the right reasons. The business owner has built an asset that is now positioned to sell to another individual, a group of investors, or be acquired by a large corporation.

‘Tax advice’ is left to federally authorized tax practitioners who prepare tax returns and defend clients pursuing relief from federal agencies for their own tax payments or to dispute tax payment errors.

Losing a spouse, whether through death or divorce, can be devastating emotionally and financially. The loss can take months or even years to recover since there is no way to prepare for death or divorce even when spouses have discussed contingencies with each

Insurance is not always an exciting topic to talk about, but financial planners are well aware of the risks their clients can face when they are underinsured.

For many parents, planning to leave their estate to their children is a common practice. There are many things to consider when planning to leave your children an inheritance, but the complexity increases when your child is beneficiary to someone else’s estate

Here in the U.S., our personal information is exposed daily at frequencies and levels we’ve not experienced before. It doesn’t take a data breach from a technology company to expose us, we are doing it to ourselves without being aware.

As we approach the end of 2018 many employers are scheduling their benefits meeting requiring you to select yours before the end of the year. Not all benefit options are the same and understanding each is crucial to making an informed decision.

Regardless of your age, having a will or estate plan is essential for many reasons, and isn’t just limited to passing assets at death. A will provides necessary asset passing, although many times isn’t enough when situations become more complicated.