by Munn Gray & Associates | Jun 30, 2023 | estate planning, Financial Journeys, Financial Planning, Helpful Resources
Estate planning is a multistep process that when properly designed can help ensure the proper protection and distribution of your assets. The tool most used is the will. Below is a short description of what this document can do and its potential downsides. We will...
by Munn Gray & Associates | Jan 12, 2023 | Financial Planning, Financial Journeys
A huge part of anyone’s financial journey should be saving money. It’s recommended that everyone should have three to six months worth of expenses saved as an emergency fund. This is in case of events like accidents or unemployment, so that you can...
by Munn Gray & Associates | Nov 8, 2022 | Financial Planning, Financial Journeys, Helpful Resources, Long Term Care
We all have goals for ourselves, and we all are familiar with laying out plans to accomplish those goals, mental checklists of steps we have taken or need to take in order to get where we want to be. But what about the goals we have for our children or other family...
by Munn Gray & Associates | Nov 3, 2022 | Financial Planning, Budgeting, Financial Journeys
Saving money is difficult. We often have a hard time limiting spending and setting aside funds for later because it feels like there’s no immediate reward. The reward comes in the future when you could have more financial freedom. There are lots of...
by Munn Gray & Associates | Nov 1, 2022 | Financial Planning, Budgeting, Financial Journeys
Digital assets are assets too Everything we do, everything we are changed when the internet came along, and retirement planning is no exception. Many of the things we once did only in person or by mail (managing bank accounts, cataloging photos, paying bills, etc.)...
by Munn Gray & Associates | Feb 26, 2022 | Financial Planning, Financial Journeys
It’s not uncommon to accumulate things over the years when you don’t take time to straighten them out periodically. This applies to our finances as well as our possessions. If you feel it’s time to straighten out your finances, consider these steps: -Make a...
