Posts by Michelle Smalenberger, CFP®
[Video] Is Your Power of Attorney Accessible?
MICHELLE SMALENBERGER, CFP® As it’s the summer and we’re all excited to go off to a vacation somewhere nice and lay on the beach, or be in the sunshine, I’m sure that many of us are probably forgetting to pack something that’s really important. Today we’re going to be talking about “packing” your POA, or…
Read MoreFriday’s Financial Update 6-30-2017
MICHELLE SMALENBERGER, CFP® You have likely given more thought to your summer vacation plans this week than to the performance of the financial markets. That’s because this week has been relatively quiet. That means the market has left it to our 4th of July celebrations to provide the fireworks instead of any market headlines! Investors…
Read MoreLife Insurance Video Series
MICHELLE SMALENBERGER, CFP® I’d like to talk about one area of financial planning that seems to be misunderstood. Or maybe there’s just a lack of knowledge about this topic, and that’s insurance. When you’re considering getting any type of insurance, you the insured are looking to transfer the risk to someone else. So really what’s…
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[Video] When Do I Need To Have Life Insurance?
Insurance Part 4
MICHELLE SMALENBERGER, CFP® The last part I really want to talk you through is the term, or how long we typically have life insurance. When you’re buying a policy, especially maybe this private policy, it may be that you have it for 5 to 10 years, or 20 to 30 years. And really, the purpose…
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[Video] What are the Sources of Life Insurance?
Insurance Part 3
MICHELLE SMALENBERGER, CFP® So now that we know the amount of life insurance that we agree that we need, we really want to look to where the sources of that insurance are going to be. It’s very common that someone who works for an employer or for a company may get a benefit that’s just…
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[Video] How Much Life Insurance Do I Need?
Insurance Part 2
MICHELLE SMALENBERGER, CFP® One area of insurance that I think is hard to define a value for is life insurance. So, I really want to dig into that a little bit to help you come up with or to make a little simpler that process of what is the amount of life insurance that I…
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