Category: family dynamics
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What’s Behind Long-Term Care Insurance and Retirement Planning?
Have you addressed whether you or a loved one might need long-term care (LTC) insurance? If you haven’t, you’re not alone. In all the excitement...
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Webinar Recording: Preparing for the Later Years With Long-Term Care Insurance
If you are in your 40s 50s or 60s, securing your future with Long-Term Care Insurance can be a great way to mitigate risks and...
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Give the Gift of Long-Term Happiness
We’ve all seen the pictures: Kids in their pajamas sitting amongst dozens of presents stacked high around them, massive grins on their faces as they...
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Congratulations Kelly Stanley CFP® MBA on 5 Years With Cogent
Kelly Stanley marked her five-year anniversary as a wealth advisor with Cogent Strategic Wealth this past week. After years of working in corporate finance, Kelly...
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10 Things You Absolutely Need to Know About Life Insurance
Life insurance is one of the pillars of personal finance, deserving of consideration by every household. I’d even go so far as to say it’s...
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4 Ways to Improve Your Family Finances Now
As a wealth advisor with Cogent Strategic Wealth, I want to talk about a topic that is important, not only in the current environment that we’re...
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How to Avoid Scams and Protect Your Credit During the Coronavirus Pandemic
Cogent long ago provided guidance on how to protect your credit score and fight identity theft. Given that scammers are taking advantage of the coronavirus...
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The Benefits of Goals-Based Planning
You’ve heard all the advice about setting goals for your finances, but you’re left with one nagging question: Which goal gets top priority? It shouldn’t...
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What To Do When a Loved One Passes: An Essential Timeline
It’s never easy when a loved one dies. Not only are you grieving, but there are painful life decisions to be made, and legal, financial...
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How to Protect Your Child from Identity Theft
Preventative measures to take now, and steps to take if your child’s identity gets stolen. In September 2017, a massive Equifax security breach became public knowledge....
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Are Your Household Finances a Ticking Time Bomb?
Managing a household is challenging enough without having a time bomb in your basement. You ignore it as best you can, but it’s probably causing...
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What’s the Financial Plan for Your Aging Parents?
Sooner or later, it happens in almost every family: Your parents are aging, and developing a few health issues. You’d like to be able to...
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