In this week's SWFA Insights, we continue the estate planning conversation with some information on basics of trusts and when/how people use trusts to fulfill their wishes for their wealth.
In this week's SWFA Insights, we help viewers better understand how probate works and what to expect when they create a will to make sure they are setting up the estate plan that is right for them
This video is based on an article we produced a month ago and focuses on providing some practical tips for early savers to help them get a head start on their financial journey.
Read the full article and more at https://www.stillwaterfa.com/research
We wrap up the insurance series videos by talking through liability insurance, the role that it plays, and how to assess your coverage. This is intended to inform viewers and have them look at their policy to make sure coverage is adequate.
In this video we start looking at the more well-known part of Property and Casualty insurance - homeowners and auto. This is intended to help viewers understand the parts of their policy and what to think about and look for.
Use this video to become familiar with key pieces around disability insurance and how to evaluate whether or not your coverage makes sense for your needs.
This video offers key terminology around health insurance and some of the things to look out for and be aware of when signing up for coverage.
We are wrapping up 2023 with a look back at what has occurred during the year and what we see as being some things to know or keep an eye on with the markets in 2024.
This video covers an article from our website regarding 6 things to be thinking about for your personal financial strategy before the end of 2023. This is part 2 where we cover three of the ideas and you can watch last week's video to catch the other three. The full article is available on our Resources section under Articles & Research
In this video, we go over 3 of the 6 financial tips for year end 2023 from our recent article found in “Articles & Research” on our website.
This video gives a very high-level overview around life insurance, when you might need coverage, and the types that are available.
This video provides an overview of how to think about insurance and begin your journey to finding the right insurance coverage.
Since it is Thanksgiving week, this video takes a pause on purely financial subject matter and focuses on our heart posture as human beings and gives us something to focus on in the year ahead.
Learn more about the owner and senior financial advisor at StillWater and his heart behind creating the company
This video introduces our company, StillWater Financial Advisors, and provides a window into why we were created, what we do for clients, and what sets up apart from competitors.