Tag - financial planning


A ‘Holistic’ Approach To Your Finances

4 Considerations When Planning Your Future With An Advisor  When you think of what matters most to you and your family, there’s nothing more important than health and well-being, says Kirk Cassidy, a Registered Investment Advisor (RIA) who emphasizes the importance of the holistic approach to personal finances. ‘Holistic’ usually has the medical connotation of …


Long Term Life Insurance – What You Need to Know

Long term life insurance is one of those things that many people wish they had purchased if and when they need it; but many of my patients really don’t understand what it is, why they need it or when to buy it. For that reason, I created a video that answers those question so you …