Matt Buie
CFP®
Safeguarding your family’s financial future
Well-Advised Newsletter
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Take a layered approach to protecting your family
June 15, 2018 • Insurance Planning
The traditional way of doing things isn’t always the most economical. Take the home phone. Many people hardly use their land line and would save money by only using their mobile phone. Sometimes we follow the same old habits without exploring alternatives.
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How insurance can protect your investments
June 15, 2018 • Insurance Planning
When you think of life and health insurance, you likely think of protection against risks to your health. Your investments might not be on your mind, but insurance and investments are related. Here are a few scenarios to illustrate the value of proper coverage.
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Tips for saving on life and health insurance
June 24, 2017 • Insurance Planning
There are a number of ways to get the protection you and your family need for less than you might think. Read more…
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Annuity on the horizon? You may want to buy now
September 24, 2016 • Insurance Planning
Annuity on the horizon? You may want to lock in preferential tax treatment now. Read more…
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Is critical illness insurance for you?
June 24, 2016 • Insurance Planning
Surviving a critical illness can often mean enduring financial hardship. If you are considering critical illness insurance, here are some examples of situations where coverage is especially valuable. Find out how we can help you review your options. Read more…
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Life happens and plans evolve, but rarely the same way twice
September 24, 2015 • Financial Planning, Insurance Planning, Lifestyle, Retirement Planning
Life events, both expected and unexpected, can have significant financial implications. Whatever happens, we’re here to help. Read more…
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Managing finances when life throws you a curve ball
December 25, 2014 • Financial Planning, Insurance Planning
You have an accident, you lose your job or you have a prolonged illness. Are you financially prepared if the unexpected happens? Learn how to protect yourself when life throws you a curve ball. Read more…
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The ripple effect of life changes
September 24, 2014 • Estate Planning, Financial Planning, Insurance Planning, Tax Planning
Significant events like having a child or changing your marital status may mean you need to change your investment, insurance, tax or estate plan strategy in order to keep your finances on track. Read more…
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Relying on group benefits for protection? Your family’s security could be at risk
September 24, 2014 • Insurance Planning
The group life and health insurance you have from your employer could leave your family’s security at risk. Read more…
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Planning your estate begins earlier than you may think
March 25, 2014 • Estate Planning, Financial Planning, Insurance Planning
The key to maximizing your estate and minimizing tax implications is to plan ahead — ideally, decades ahead. Read more…
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