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Blog

Kevin Mason | Dec 30, 2021

Financial Planning for Young Professionals

Finance
College
Savings
Lifestyle
You're 25 and feeling alive. You're settling into life after university, paying off your debts and slowly figuring how to "adult". But with the responsibility
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Emergency exit door.
Kevin Mason | Dec 29, 2021

Your Emergency Fund and You

Risk Management
Savings
Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But folks, I’m sorry to say
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Group of students studying.
Kevin Mason | Dec 28, 2021

Why Young People Still Need Financial Professionals

Finance
It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young
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Kevin Mason | Dec 27, 2021

Student Debt - 4 Tips to Get Your Finances to a Passing Grade

College
Savings
Finance
So you’ve got your degree, now what? These days, only on television is landing your dream job after graduation a thing that could actually happen.
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Married couple in front of lake.
Kevin Mason | Dec 25, 2021

Financial Planning for Newlyweds

Finance
Lifestyle
Family
Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about
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Happy couple.
Kevin Mason | Dec 24, 2021

Pay Yourself First - The Holy Grail of Personal Finance

Finance
Lifestyle
Savings
Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Kevin Mason | Dec 23, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Business handshake.
Kevin Mason | Dec 22, 2021

How to Choose a Life Insurance Agent

Insurance
Lifestyle

Buying life insurance usually starts with trying to determine how much and what type you should buy. You will probably need some help making those decisions, so

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Children sitting on a bench together.
Kevin Mason | Dec 21, 2021

Business Owners’ Personal and Family Security Risks

Lifestyle
Risk Management
Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it also comes with additional risk exposures
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Child with apple.
Kevin Mason | Dec 20, 2021

How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Insurance
Lifestyle
Family
Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life
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Married couple a bench staring at ocean.
Kevin Mason | Dec 18, 2021

Do Spouses Need the Same Amount of Life Insurance?

Insurance
Family
Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and
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Houses in a neighbourhood.
Kevin Mason | Dec 17, 2021

Renting Your Home? Why Renter’s Insurance is a Must

Property
Real Estate
A tight housing market is leading many young adults to postpone purchasing a home, choosing instead to go the rental route. Many simply don’t want to be
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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

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