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Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Submitted by Alloy Silverstein Financial Services, Inc. on November 7th, 2019

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter

Tags:
  • beneficiary
  • estate planning
  • family
  • will
  • Read more

Changing Insurance Needs with a Growing Family

Submitted by Alloy Silverstein Financial Services, Inc. on October 28th, 2019

Time to assess the insurance coverage for your new and growing household.

 

Tags:
  • children
  • family
  • newlywed
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Smart Financial & Insurance Moves for New Parents

Submitted by Alloy Silverstein Financial Services, Inc. on July 10th, 2019

As you start a family, consider these ideas.

 

 

Being a parent means being responsible to a degree you never have been before. That elevated responsibility also impacts your financial decisions. You are now a provider and a protector, and that reality may make the following financial moves necessary.

Tags:
  • budgeting
  • children
  • education planning
  • family
  • life insurance
  • will
  • Read more

Teaching Your Heirs to Value Your Wealth

Submitted by Alloy Silverstein Financial Services, Inc. on June 26th, 2019

Values can help determine goals & a clear purpose.

 

 

Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid of what their heirs may do with it.

Tags:
  • children
  • family
  • succession planning
  • wealth
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Yes, You Can Still Buy Savings Bonds

Submitted by Alloy Silverstein Financial Services, Inc. on August 14th, 2018

We all remember savings bonds. Once a popular gift for young children, parents could secure the bonds knowing that they could cash them out in the future.

Tags:
  • family
  • financial planning
  • saving
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Why Life Insurance Matters for New Homeowners

Submitted by Alloy Silverstein Financial Services, Inc. on June 25th, 2018

If you buy a home and you have no life insurance, there is a financial risk. It may not be immediately evident, but it must be acknowledged -- and it should be addressed.

   

Tags:
  • family
  • life insurance
  • real estate
  • Read more

Talking to Your Kids About Your Wealth

Submitted by Alloy Silverstein Financial Services, Inc. on July 27th, 2017

How can you convey its importance and its meaning?

 

Tags:
  • estate planning
  • family
  • financial planning
  • wealth
  • Read more

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