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Monthly Economic Update for February, 2017

Submitted by DACA Financial Group on February 22nd, 2017

Will It to be So: Things to Consider for a Strong Will

Submitted by DACA Financial Group on December 8th, 2016

Answer this riddle: what’s the one thing that will eventually happen to everyone, but generally, no one wants to discuss? Death is a subject that immediately conjures up all sorts of emotions because, let’s be honest, the absence of being IS emotional. But, death is also cause for practicality.

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It’s a Matter of Trust: Revocable or Irrevocable? That is the Question

Submitted by DACA Financial Group on February 10th, 2016

When people’s attention eventually turns to planning their estate, they are suddenly confronted with a new language replete with the kind of legalese and Latin terms that only a lawyer can love, and that’s mainly because lawyers are typically the only people who can understand it.

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Estate Planning 101

Submitted by DACA Financial Group on September 1st, 2015
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Estate Planning 101

Submitted by DACA Financial Group on September 1st, 2015

People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries. Without proper planning, a person’s death can create significant hardships on the people for which the estate was created.

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Recent Blog Posts

  • Monthly Economic Update for February, 2017
  • Will It to be So: Things to Consider for a Strong Will
  • It’s a Matter of Trust: Revocable or Irrevocable? That is the Question

Archived Blog

  • February 2017 (1)
  • December 2016 (1)
  • February 2016 (1)
  • September 2015 (2)

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Securities and investment advisory services are offered through SagePoint Financial Inc, Member FINRA/SIPC, SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

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Securities and investment advisory services are offered through SagePoint Financial Inc, Member FINRA/SIPC, SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SagePoint Financial does not offer tax, mortgage, real estate or legal services.

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