Key Estate Planning Documents You Need
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn There are five estate planning documents you may need, regardless of your age, health, […]
Five Questions About Long-Term Care
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Long-term care is not just provided in nursing homes–in fact, the most common type […]
Can I Open a 529 Plan Account with a Lump Sum?
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Yes, although you will want to consider both the plan’s limit and the gift […]
Life Insurance at Various Life Stages
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Your need for life insurance changes as your life changes. When you’re young, you […]
Fundamental Concepts for New Investors
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Investing involves setting goals for the future and weighing the risks and potential rewards […]
Estate Planning Key Numbers
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn You will find here some key numbers associated with estate planning, as well as […]
Changing Allocations as Your Goals or Time Horizons Change
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn What is asset allocation? Investment in different types of assets Asset allocation is an […]
Comparing Long-Term Care Insurance Policies
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Because long-term care insurance (LTCI) is a relatively new product, policies are not standardized. […]
Converting Savings to Retirement Income
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn During your working years, you’ve probably set aside funds in retirement accounts such as […]
Risk Management and Your Retirement Savings Plan
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn By investing for retirement through your employer-sponsored plan, you are helping to manage a […]
