Death is inevitable – and sooner or hopefully later, we are going to die. Before we do, we should take some actions to put our affairs in order.
Investing requires the trade-off of present income (consumption) for future income (consumption).
A popular myth is that estate planning is only for the rich among us. However, any one who has property and wishes for a future generation will need estate planning.
Are you covered against the primary critical illnesses, such as cancer, heart attack and stroke that can cause emotional and financial distress?
Debt affords us the opportunity to benefit from things that we may not be able to purchase in the short term, such as a home.
The objective of investing is to receive a future flow of funds larger than the funds originally invested.
Most of us will live a long time in retirement – possibly as many as 20 years, without generating income through employment.
There is the expectation that you will need 4 to 10 times the amount you paid for your house.
Diversification is the process of helping reduce risk by investing in several different types of individual funds or securities and works hand in hand with asset allocation.
Everyone needs a financial plan for their life, from those with ten dollars to those with ten million. Life takes money – whether you plan or not.
Without proper retirement planning, you can be faced with a significant cut in your income at retirement, requiring dramatic changes to the lifestyle to which you have become accustomed.
Building net worth over a lifetime requires prudent planning and the implementation of sound strategies. Insurance is an important element of any sound financial plan.
The purpose of investing is to improve our future circumstances or future lifestyle.
A home is one of the largest purchases most people make during their lifetime. Therefore, homeowners insurance protection is critical and strongly recommended.
Cash management is the understanding and analysis of what you earn, what is deducted (e.g. taxes), what you spend and what you save.
At Lashley Financial, we take a comprehensive approach to understanding your needs and your goals.
One of the key aspects of the process is the relationship between you and us. The process is about collaboration from the start. We listen to you to develop a personal or business solution that is based on your own situation and circumstances.
Then, we work with you to develop practical solutions — grounded in our access to the full range of products and services from the leading providers and partners — to put your plan into action.
With Lashley Financial, you are assured of:
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More than you want and less than you need
Often, in the seminars and workshops we do, we are asked about the purchase of whole life insurance vs buying term life.
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