The Trifecta Of Investment Priorities

Your 4 Options For Long Term Care Policy Premium Hikes

This isn't tax, legal, financial, or insurance advice, may be outdated, and is for entertainment only. Advisory services offered through Demars Financial Group, LLC, a Registered Investment Advisor, and cannot be held liable for any use or misuse of this content.

Retirement Dilemma: To Sell or Rent Your Home?

I helped a retired couple who moved out of their home of 37+ years decide what the decision best met their goals. This should not be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. This content is for entertainment purposes only. Demars Financial Group, LLC cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor.

The Trifecta Of Investment Priorities

In this episode, I relate a recent experience with a client where we discussed the importance of stability, liquidity, and growth when deciding what to invest in.   Investment Advisory Services offered through Demars Financial Group LLC Securities are offered through Crown Capital Securities. Member FINRA/SIPC

Wills & Wishes: The Emotions Behind Assets

Today I discuss the anxieties many baby boomers face with estate planning and the importance of having those sometimes uncomfortable but crucial conversations that accompany it. Join me as I share relatable experiences from my recent client interactions.  Online Resource: https://www.elderlawanswers.com/estate-planning/101

Price is What You Pay, Value is What You Get

In this episode, I delve into the costs associated with hiring a fiduciary financial advisor, highlighting the importance of understanding not just the advisory fee, but also the underlying costs in investments that contribute to the total cost. I emphasize the importance of transparency, cost-effectiveness, and acting in the client's best interest in providing true value as an advisor.