Patrick Speaks

Oct 22, 2021

• Do you AND your spouse have a budget that details all of your income and expenses?
  • How will these change upon the passing of your spouse?
• Are all of your legal documents up to date?
• When does life insurance make sense to consider?
• How can you qualify for state or federal assistance with any care needed?
  • What about...

Oct 15, 2021

HERE ARE SOME OF THOSE CONSIDERATIONS SHARED:

• What is the opportunity cost of paying off the loan early?
• When does it make sense to refinance instead?
• How could this potentially impact any future insurance claims?