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Finances & Your Family

The Equifax Data Breach: What Matters?

MICHELLE SMALENBERGER, CFP ® There have been articles informing individuals what to do about the recent data breach.  See this link for what has happened. What we have learned: Signing up for Equifax credit monitoring is not necessarily free like it has been with other company breaches. You can sign up by November 21st for…

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[Video] Are You Fully Vested?

MICHELLE SMALENBERGER, CFP® Have you ever looked at your retirement account statement and noticed two different account balances?  The first being an account balance and the second being the vested account balance.  This is because there is a time frame that you have to wait before the employer contributions in your account are vested.  Let’s…

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You can’t afford to wait!

We are all praying for the states that have been, and will be affected by hurricanes.  No one wants to go through any natural disaster or event like this. But the reality is that things will happen in life that you just can’t afford to wait in planning for.  Governor Rick Scott in Florida provided…

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[Video] Beneficiaries: Who, When, & Why?

STEPHEN SMALENBERGER, EA In Prior videos we talked about 401(k)’s, IRAs, and even life insurance.  Something that we haven’t touched on yet is what happens when you pass away.  So what I want to go through here is the big picture to make sure everything is still as you desire.  Because sometimes life happens.  It…

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