Plan A Wealth Management

Psychologist and educator Fitzhugh Dodson wrote, “Without goals, and plans to reach them, you are like a ship that has set sail with no destination.” Of course, goals are only helpful if you have a plan to achieve them. On the next Faith & Finance, Rob West and Ron Anderson discuss life planning. Learn what it is, how to do it, and why it’s important to every aspect of life, including your finances.

https://www.faithfi.com/faithfi/life-planning-with-ron-anderson-9542

Life insurance is often framed as something you only think about "just in case."

But for many people, it can be part of a broader financial foundation—supporting both current flexibility and future considerations.

From how coverage works to what employer benefits actually provide, understanding the basics can make it easier to decide what fits your situation.

Several factors affect the cost and availability of life insurance. And any guarantees associated with a policy depend on the issuing insurance company's ability to continue making claim payments.

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

Happy 6-Year Anniversary, Mike!

We are so grateful to celebrate six years with Mike at Plan A. His positive attitude, caring nature, and dedication make a difference every day. We appreciate all that he does and are lucky to have him on our team!

We’re excited to welcome two new team members who will be supporting key areas of our operations!

Their experience, energy, and dedication will be a great addition as we continue to grow and serve our clients. Please join us in giving them a warm welcome!

Get to know Deb and Emie here: https://www.planawm.com/meet-our-team

Happy Birthday Ally! We’re so grateful for the way you serve our team with your unique gifts and talents. Your willingness to help and the warm smile you bring make such a positive impact on everyone around you. Wishing you a truly wonderful day!

Wishing Cutter a wonderful birthday! 🎉 Cutter, we’re so grateful to have you as a part of the team! Your hard work and positive attitude are truly appreciated. We hope you have an amazing day celebrating!

Happy Birthday, Ron! We’re grateful for the leadership and vision you bring as our founder and president. Your dedication continues to guide and inspire our team every day. Wishing you a great birthday!

Happy 1-year work anniversary to Cutter! Your eagerness to learn and grow has made a big impact at Plan A. So glad you are a part of the team!