Independent Financial Services

What Happens to Your Bank Account Following Your Death?

Jun 28, 2022

To make sure the funds in your bank accounts go to your preferred beneficiaries you will need to take action. Here are some options to consider.

Tips to Keep Your Brain Healthy

Jun 23, 2022

Your brain will naturally begin to change with time resulting in memory problems or even Alzheimer’s and dementia. Here are a variety of tips to help keep your brain healthy.

Signs You Are Ready to Retire

Jun 21, 2022

How do you know when is the right time to retire? Here are common signs which may indicate it is time for you to stop working to earn a living.

Is a Down Payment Necessary for a Business Loan?

Jun 16, 2022

How much of a down payment you need for a business loan will depend on various factors related to your personal finances. The type of loan also makes a difference.

How to Discuss Estate Planning with Your Parents

Jun 14, 2022

Having the important conversation with your parents about estate planning can be challenging.
Here are some tips to help you make it easier.

Do You Pay Capital Gains Tax When Selling a Home During Divorce?

Jun 9, 2022

Under certain circumstances, you may be able to avoid having to pay capital gains tax if you end up selling your family home as a result of a divorce.

5 Top Investments for a Military Family

Jun 7, 2022

If you are currently serving in the military, you may want to investigate some investments available for military personnel. Taking advantage of these unique opportunities, may provide financial benefits for you and your family in the long term.