Insurance
[Video] Spending Money
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…
[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…
[Video] Life Insurance
Studio Chat: Life Insurance STEPHEN SMALENBERGER, EA & MICHELLE SMALENBERGER, CFP® We want to talk through some thoughts regarding life insurance that we personally discussed when choosing what was best for us. Please watch these other videos that explain the what, why, how much, and types of life insurance that makes sense. Comfort Level &…
Life 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…
[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…
[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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