Alex Lima, CLTC on LinkedIn: Getting Married Congratulations! (2024)

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While we all prefer to think that we will never be faced with disabilities, they are quite common, and when they hit, they can have a significant impact on your life, family, and future. Don't wait until it's too late. Learn how you can protect your financial future today. #DisabilityInsuranceAwarenessMonth

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Benefits and pitfalls of buy-sell agreements every advisor should know Business entities come in all shapes and sizes, but no matter the type, each one should have a buy-sell agreement in place. This important tool helps business owners effect a smooth transition in the event of death, disability, retirement, or other circ*mstance that triggers a change in ownership. Read this article by Rimon, PC estate planning attorney Patricia Annino to learn about the benefits and pitfalls of buy-sell agreements, and then let’s look at how you can help your clients better protect their businesses. https://bit.ly/3Kn7Hgp

On average, Americans appear to be managing their credit scores well, according to data from Equifax. Here's how it breaks down by age.

Here are five simple ways to 'do this, not that' when trying to find out from a nonprofit what kind of impact your donations are having.

Helping your child go to college is a gift they will use for the rest of their life. Without a strategy, however, student debt can end up hanging around just as long. Between tuition, books, and room and board, here are some strategies you can use to help make paying for college easier.

Service members and their families sacrifice so much for our country every day. I want to show my support and gratitude for all that you do by helping you march into a life of financial security with confidence. #MilitaryAppreciationMonth