Three Financial Documents to Secure Before Age Eighteen
- mp8325
- Aug 26
- 2 min read
This month, my newsletter explores the following topics:
Summer is typically a time to lie back and relax, but it’s also the year’s midpoint. With all the volatility in markets and economies, you may want to revisit your earlier financial decisions. Please call me if I can help you ensure that you’re well-positioned for the rest of the year.
Life Insurance Retirement Plans (LIRPs)
Permanent life insurance can do more than pay a death benefit. Some policies let you build a tax-advantaged cash reserve to tap into later in life. How does that work, and what are the tradeoffs?
3 Financial Documents Everyone Should Have By Age 18
Turning 18 comes with legal responsibility and some paperwork that most people don’t think about until it’s too late. Learn which documents protect your choices in a medical emergency or legal bind.
5 Critical Trust Mistakes That Could Cost Your Family Thousands And How To Avoid Them
Trusts are powerful tools for protecting your legacy, but only if they’re built—and maintained—the right way. Here are five common mistakes that can quietly erode everything you set out to protect.
Real Estate Investors: Housing Market Boon Or Bane?
Investor activity is rising just as traditional buyers are backing out—a trend that’s reshaping the market in real time. Are investors hurting buyers or keeping the housing market afloat?
Michael M. Silverman is a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Silver Lining Insurance Agency, Inc. is not an affiliate or subsidiary of Guardian.
Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
6980263.11 Exp. 7/27