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Insurance

[Video] Health Insurance Comparison 

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STREVORE MEYER, CFP®, CKA® [Length: 2:40 Minute Video] Health Insurance Comparison So today we want to talk about your insurance. And how to choose the right plan for you and your family. There are lots of factors that go into what we pay for life insurance and the three biggest ones that come to mind are…

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[Video] Life Insurance: Should I or Shouldn’t I?

Financial Design Studio LIfe Insurance II

[Video] Life Insurance: Should I or Shouldn’t I? STEPHEN SMALENBERGER, EA ® Here are a few questions around life insurance: Should I start, maintain, or stop a life insurance policy? Here are two different situations with different life stages and we will analyze the role of life insurance to help answer these questions! Starting A…

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[Video] Rent Or Buy

Financial Design Studio Rent Buy Video

Studio Chat: Renting vs. Financing a Home Purchase STEPHEN SMALENBERGER, EA & MICHELLE SMALENBERGER, CFP® One question we get a lot is Do you rent or do you buy?  We’ve done both; rented and now own a home.  There’s such a simplicity in renting!  You know what your fixed costs are each month with no…

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[Video] Spending Money

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Studio Chat: Advisor’s Take On Spending Money STEPHEN SMALENBERGER, EA & MICHELLE SMALENBERGER, CFP® Spending can be a really hard area especially when you’re taking two lives and making them one.  Something we found helpful was using a software, tracking it, and viewing it periodically. This was helpful because there are going to be times…

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[Video] College Savings

Studio Chat: Advisor’s Take On College Savings STEPHEN SMALENBERGER, EA & MICHELLE SMALENBERGER, CFP® One of the areas you want to discuss once you have children is whether to save or fund your children’s college education.  Do you want to fund all of it, some of it, none of it? In planning for the day…

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