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Recessions can be challenging, but they’re not insurmountable. Whether you’re a young adult just starting out, a small business owner steering your company through rough waters, an investor navigating volatile markets, or a family safeguarding your future, you have the power to take proactive steps to weather the storm.

Life is unpredictable, but your financial security doesn’t have to be. For new homeowners and young families especially, life insurance is a critical safety net that provides peace of mind and supports your loved ones when they need it most. But figuring out how much life insurance you need can feel overwhelming. Buy too little, and you risk leaving your family financially vulnerable. Buy too much, and you could be overspending every month.

Retirement might feel like a distant goal, but building a secure future starts with the choices you make today. Whether you’re a Millennial working toward financial independence, part of Gen Z just starting your career, or a financial planner helping clients prepare, maximizing your 401(k) in 2025 is one of the smartest strategies to set yourself or others up for a prosperous retirement.

Too often, people planning their estates focus on tax and asset-protection issues and overlook long-term health care needs.
The post Long-term Care Insurance appeared first on SD Mayer.

In today’s fast-paced world, ensuring your child’s future success is a top priority for many parents. Education is a key factor in this equation, and planning ahead can make all the difference. One of the most effective ways to prepare for your child’s college education is by investing in a 529 plan. These plans, named after Section 529 of the Internal Revenue Code, offer a tax-advantaged way to save for future educational expenses.
The post Investing in Your Child’s Future through a 529 Plan appeared first on SD Mayer.