FVIM's Insights

News and information about preserving your life savings

“This Is Taking Too Long”

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​ The family was excited. We had just pulled out of our driveway on a two-week summer road trip that we'd been planning for months. The route would take us through Oregon, California, Arizona, Utah and Idaho, and back home to Vancouver, Washington. What an adventure it would be! We had been on the road for all of five minutes when my three-year-old...
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8 Action Items for Your Estate Planning

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​ In our last blog post, Rob shared some personal experiences regarding estate pre-planning. We thought it would be helpful to provide some practical next steps. While this list may not cover everything for your situation, it should help you move the process forward. ​ 1. Decide whom you want to communicate with about your future. Set a date and si...
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79 Hits

Giving the Gift of Pre-Planning

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In our last post , we shared some thoughts on how to cope with financial commitments if you've been recently widowed. Because grief and wealth management don't mix, the main theme is, less is more . That is, the fewer big financial changes you try to take on right away, the better. Today, let's explore a closely related topic:  pre-planning . ...
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136 Hits

When You Lose a Loved One: Give Yourself a Financial Recess

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One of the most gratifying things about being a financial advisor is having the opportunity to make a real difference in people's lives. In that context, we find it deeply meaningful if we are able to offer helpful financial advice during difficult times, such as when families experience the loss of a loved one. If you've been recently widowed (or ...
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156 Hits