Search

How Much Life Insurance Should you have?

Insurance planning is a critical component for financial wellness. We believe it's prudent to insure your life, health, income (disability), as well as your fur babies. The amount you would want to purchase depends on a variety of factors such as, do you have kids, are you married, are you a two income family, and how much debt you have. Losing a loved one is hard enough and it's important to not leave your loved ones with a financial burden while they are trying to heal from your absence.


The type of policy: Term, whole life, declining term, can be determined by speaking with a financial planner. Their goal is to evaluate your entire financial picture and help you find the areas that are most at risk for you. Right now is a great time to "shop" around for insurance rates, especially for your Property and Casualty. With many of us driving less due to COVID-19, you might be able to lower your premium. I've helped multiple clients review their various options, including pet insurance and have found ways to save them money annually. Click the link below to schedule a no cost initial consultation.


https://www.morafinancialwellness.com/book-online

7 views0 comments

Recent Posts

See All

Tax Day is now May 17th!

THIS YEAR TAXPAYERS will have an extra month to file taxes. Instead of the usual April 15 Tax Day, the Internal Revenue Service says taxpayers now have until 11:59 p.m. on May 17, 2021, to get those t

Don't get Hacked!

Prior to staring Mora Financial Wellness and working with you all I worked at a large private investment firm for 12 years. I was responsible for managing relationships of over $700 million dollars, a

moneyguidepro.png

     Mora Financial Wellness LLC, "Mora Financial Wellness" "MFW LLC" is an independent firm not affiliated with a broker dealer or bank. CERTIFIED FINANCIAL PLANNER™ professionals meet rigorous standards of education and experience. MFW LLC offers personal, holistic financial planning/coaching, investment planning, and retirement planning. In addition, investment management and estate planning are important areas of service. Proud to be a Black Lives Matter/LGBT Ally

    ​

    Brokercheck

    ​

    Investing in securities involves risk of loss that clients should be prepared to bear.  No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment.  There is no guarantee that our investment processes will be profitable.  Past performance is not a guide to future performance.  The value of investments, as well any investment income, is not guaranteed and can fluctuate based on market conditions.  Diversification does not assure a profit or protect against loss. 

    ​

    The information available on this website is posted for informational purposes only. Links to other Internet sites are included as a convenience.  MFW LLC is not responsible for and assumes no liability for its content since the parties are unrelated. In addition, MFW  LLC. does not review the website and does not make any representation as to the accuracy of the content.

    ​

    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

    ​

    ​