by Customplan Financial Advisors Inc. | Jun 30, 2026 | Blog, insurance, investment
What to Do Financially When You Have a BabyA new baby brings a lot of joy, and a lot of new to-do lists. Most of them are about feeding schedules and car seats. But a few items on the list are about money, and they matter more than you might think.You do not need to...
by Customplan Financial Advisors Inc. | Apr 30, 2026 | Blog, business owners, insurance
For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the financial impact on your...
by Customplan Financial Advisors Inc. | Sep 30, 2025 | Blog, farmers, financial advice, financial planning, insurance
For mature farm families, making sure your farm and family are financially protected can be overwhelming, especially since there’s so much information floating online. This infographic and article address the importance of insurance. The 4 areas of personal insurance...
