Sentences with phrase «comfortable keeping your assets»

This includes questions about what you would do in a down market and where you feel comfortable keeping your assets.

Not exact matches

Katie: I think that's a conversation you have to have with the client on a case by case basis based on what their comfort level is, the type of assets that you're talking about and who the potential fiduciaries are because everyone's circumstances are certainly different, and obviously what their comfort level is with technology, what I personally and what I think might be right for certain people was I'm comfortable, I keep all of my stuff in 1Password, I keep it updated, and then I have what I call an emergency kit and it's not mine, I lay no claim to it.

Life insurance protects your assets and offers you a chance to help keep your family in a comfortable lifestyle after you're gone, or even assist a grandchild with paying for a college education.