Posts by Shelby Thomas
The Importance of Having a Will: Ensuring Your Legacy and Peace of Mind
Creating a will is an essential step in estate planning that ensures your assets are distributed according to your wishes and provides peace of mind for you and your loved ones. Despite its importance, many people delay this crucial task. At Attracct Financial Advisors, we believe in holistic financial planning, which includes making sure your…
Read MoreSocial Security Planning: Why Understanding it Matters
Social Security is a pillar of retirement income for most Americans, yet many still need to fully understand how it works or how to maximize its benefits. Making informed decisions about when and how to claim Social Security can significantly impact your retirement. At Attracct Financial Advisors, understanding the nuances of Social Security is crucial…
Read MoreNavigating the Connelly Decision: Buy-Sell Agreements Funded with Life Insurance
September is Life Insurance Awareness Month, and there’s no better time to reflect on life insurance’s crucial role in business succession planning. Life insurance often proves invaluable in buy-sell agreements, particularly for business owners seeking to protect their companies and loved ones in the event of an untimely death. Recently, the Connelly decision has shed…
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