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All About IronClad Family Protection Tips: Insurance & Financial Advisors, Employee Benefits

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Insurance & Financial Advisors, Employee Benefits

6 Steps to Protect your Home Business

According to the U.S. Census Bureau, the number of people primarily working from home tripled between 2019 and 2021.  That is 27.6 million Americans.  Don't think that hackers haven't noticed this, and don't think that you don't have anything to protect.  Your home business is more at risk than you probably imagine, but it doesn't have to be that way.  Here are 5 steps to make it more secure and ensure that your hard work doesn't get lost or stolen.

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Estate Planning - What do you really need?

Search on the internet for "estate planning" and you'll literally find millions of results telling you what you need.  (855,000,000 when I searched on Bing!)  Do you really need an "Indexed Universal annually-adjusting Life Insurance policy with a tertiary dependent rider?" (I made that up, BTW.)  Maybe you do, but maybe you don't.  What do you really need?  What are the basics that you should consider and how much time and money will it take you to get those?  Well...I'm here to answer that! 

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Wills, Trusts, Estate Planning Made Easy

As a professional getting closer to retirement, creating a will, trust, and estate plan might feel increasingly urgent. But where do you begin? And who has the time? It might feel overwhelming to create and collect documents with all the different professionals required to protect your estate, including financial planners, lawyers, and insurance agents. Then the question becomes, “How do I keep them secure, organized, and up-to-date?” It can be difficult to stop and put the energy into estate planning when it doesn’t feel as urgent as your day-to-day life. It is, however, a long-term necessity. 

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Posts about Insurance & Financial Advisors, Employee Benefits

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