When planning your finances and future, it is important to consider ways to strengthen and secure your financial plans. One way of doing this is by ensuring you are prepared for the unexpected by having an insurance policy that will support and work alongside any emergency funds you may have.

Estate planning can be daunting, especially when you consider the various intertwining factors. One commonly asked question is whether trusts are necessary for your estate plan. In this article we will discuss various factors to help you determine whether a trust is right for you.

Planning for college fees is often neglected or the planning starts too late in an individual’s life. At Vantage Point Financial, we believe that planning for your child’s college tuition is a priority, and thus, have outlined various tips to help you start planning for your child’s college fees and expenses.

Whether you need life insurance depends partly on your stage of life. If you’re younger, you may have less need for coverage. As you move along the path in life, you’ll likely have more of a need. And, as your responsibilities lessen, your need may decrease. Your phase of life affects your life insurance needs. Let’s take a look at your phase and whether buying life insurance now would be beneficial for you.

Picture this: You wake up on a typical Sunday morning in retirement. Beginning your daily morning routine, you roll out of bed and open your blinds. The view outside your window is the tropical country of Panama.

ESG investing can be a great way to support socially conscious, sustainable, and ethical companies.