Monthly Archives: March 2022

What You Should Know About Estate Planning? (Ep. 4)

Business, Education, Estate Planning, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, Uncategorized, , , , , ,

If you were to die tomorrow, do you have a plan for how your estate would be handled? Who would be your power of attorney? Do you know who gets which assets? What about who pays for any outstanding debts?

Those are the most common questions that are asked to families when a loved one dies.

In this episode of Your Finances — Know You Can, HSI Financial’s president and senior financial strategist, Wes Forster, outlines what an estate plan is, why you should have one, and when is the best time to complete it.

Wes discusses:

  • Why it’s important to be proactive with your estate planning
  • How the team at HSI can assist in the estate planning process
  • Understanding when insurance can and can’t be a viable option
  • The importance of paying attention to the small details of your estate plan
  • And more!

Resources:

Connect with Wesley Forster:

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How to Carefully Pick Your Financial Planner (Ep. 3)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, , , , , , ,

Your investments are the fuel for your trip, but your financial plan is your flight plan. And without that, you don’t know how much fuel or investments you’re going to need.

Say you’ve got the fuel and the plan. But, what about the advisor? Is your financial planner the right person to work with?

When looking for a financial planner, you have to find someone who aligns with your goals and investing expectations. That’s why, this week, HSI Financial’s president and senior financial strategist, Wes Forster, outlines what you should keep in mind when looking for a financial strategist, as well as what to expect from HSI Financial as a client. 

Wes discusses:

  • How to identify if your advisor fits you and your needs
  • Ways the team at HSI interacts with their clients
  • The importance of having a detailed financial plan 
  • The company’s strategy for long-term investing 
  • And more!

Resources:

Connect with Wesley Forster:

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