Americans have long insisted that all citizens learn basic literacy skills — reading, writing, and arithmetic. But only half of the states require students to learn financial literacy skills, which can be almost as important for a secure, productive life. As we observe Financial Literacy Month in April, it is worth noting that more than 1 in 3 Americans are still not financially literate — that is, they are unable to understand and apply basic financial concepts. These include calculating how … [Read more...] about UNLOCK YOUR WEALTH POTENTIAL – Learning the Vital Elements of Financial Literacy
Estate Planning 101: Navigating Your Future With Confidence
Estate planning, a crucial aspect of financial management, involves preparing for management of your assets should you become incapacitated and the transfer of assets after death. It is a process that ensures your hard-earned assets are overseen when you are unable to do so and distributed according to your wishes, potentially reducing legal complications, and minimizing taxes for your beneficiaries. The Importance of Estate Planning No matter the size of your estate, planning is essential. It … [Read more...] about Estate Planning 101: Navigating Your Future With Confidence
Ask the Expert 2022 Series – Financial Planning (VIDEO)
On Friday, October 21, 2022, LKA Attorney Maggie A. LaBranch-Gonzales welcomed Certified Financial Planner Glenn Young of Concentrum Wealth Management. Glenn discussed financial planning and presented scenario-based examples of how financial planning goals and strategies change through different life stages. … [Read more...] about Ask the Expert 2022 Series – Financial Planning (VIDEO)
