FSI Wealth Management Inc.

If you don’t have an , here’s some reasons why you should.

Why Everyone Needs an Estate Strategy Do you have an estate strategy? You should.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

Managing an Inheritance A windfall from a loved one can be both rewarding and complicated.

changes everything, including your needs. Here are some things to look out for

Insurance Needs Assessment: When You're Newly Married Marriage changes everything, including your insurance needs.

The financial risks to consider when evaluating self insurance?

When to Self-Insure Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Even if you’re and single, you should still consider yourself with .

Insurance Needs Assessment: When You're Young and Single Even if you’re young and single, you should still consider protecting yourself.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

White Elephant Inheritance This article deals with how one might deal with a burdensome inheritance.

is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

A Home Insurance Claim: To File Or Not To File Learn when it may not make sense to file a claim on your home insurance.

"The only things certain in life are death and taxes." Benjamin Franklin

The Other Sure Thing Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

a car? Consider gap to protect against losses that may not be covered by your current policy.

Gap Insurance for Leased Cars If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life Insurance Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

All those years of work can add up to a small fortune. What's your strategy for your money?

Lifetime of Earnings Estimate how much you have the potential to earn during your working years.

Despite a challenging start to Q4 due to rising bond yields and monetary policy concerns, optimism surged with new inflation data and Fed Chair Jerome Powell's encouraging remarks, leading to a market rally.

Quarterly Market Insights | Q4 2023 Quarterly Market Insights | Q4 2023 U.S. Markets Stocks moved higher in the final three months of the year as bond yields trended lower in growing anticipation of a potential Fed easing. For the three months ending on December 31, the Dow Jones Industrial Average gained 12.5 percent while the Standa...

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Prescription Drug Benefits Under Medicare (Part D) Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Yours, Mine, and Ours: Estate Strategies for Second Marriages Second marriages are a trigger event to revisit any existing estate strategies.

There are four basic steps to calculating the value of an estate.

Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Business owners should consider a succession plan sooner rather than later.

Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

When Heirs are Imperfect The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Second homes have unique risks and insuring them is different than a primary home.

Insuring Your Second Home There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy.

A can help care for a special needs child, even after you’re gone.

When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone.

Here are a few key factors to consider when naming an executor for your estate.

And the Executor Is The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

It isn't whether you should have auto insurance - it's what kind you should have.

The ABC’s of Auto Insurance What kind of auto insurance should you have? Do you know?

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Dog Bites and Homeowners Insurance Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

The Basics of Medicare Learn all about Medicare basics in this informative and insightful article.

The fears that dragged on the stock market since August evaporated in November as fresh inflation data reaffirmed continuing progress in the fight against rising prices.

Monthly Market Insights | December 2023 Monthly Market Insights | December 2023 U.S. Markets Stock prices surged last month as positive inflation data and falling bond yields emboldened investors. The Dow Jones Industrial Average gained 8.77 percent, while the Standard & Poor’s 500 Index advanced 8.92 percent. The Nasdaq Composite, whic...

There are ways to protect your business in the event of your death or the death of a partner.

Insuring Your Business With a Buy/Sell Agreement It may help your business be better prepared in the event of the death of a principal or key employee.

Learn how work, and how they can help you save money.

How Insurance Deductibles Work Knowing how insurance deductibles work can help you save money and give you peace of mind.

Find out whether you are insurable before implementing a strategy using life insurance.

Universal Life Insurance Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

Test Your Life Insurance Knowledge How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Replacing Your Medicare Card Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.