5 Key Things Your Family Should Know About Your Estate Plan

5 April 2022
, Blog

Estate planning is a deeply personal task and is often undertaken with a great deal of privacy. But your adult children should be privy to certain aspects of your estate plan. What are these? And how can you protect your own privacy while still ensuring your loved ones have what they need if something happens to you? Here's what you need to know about 5 of these important subjects. 1. Where Is Your Will?
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Benefits Of Consulting A Professional Financial Planner

14 January 2022
 Categories: , Blog

Wealth cannot be created by chance. A person must make a conscious decision to create wealth by acquiring excellent habits, building a strategic plan, and faithfully executing the strategy until they achieve financial freedom. Many people are unaware of the importance of financial planning and management. Fortunately, those intending to undertake their wealth creation journeys can consult financial planners for reliable advice. Financial planners are experts in all elements of wealth creation and financial planning and management.
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Should You Use Multiple Accounts For Retirement Saving?

16 November 2021
 Categories: , Blog

Retirement planning should be a multi-faceted approach that includes more than just saving money into one account. Why should you consider using multiple retirement accounts and how can you do so? Here's what you need to know. Why Use Multiple Accounts? Most people think about retirement planning as one single objective. But you have many choices as to the way you put that money away and its effects both now and in the future.
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3 Benefits Of Setting Up Asset Protection Strategies

10 September 2021
 Categories: , Blog

It's only natural that once you've worked long and hard to accumulate assets, you set up asset protection strategies to safeguard them. Losing years of blood and sweat due to circumstances you could have avoided would sting harder than all the financial losses you've ever experienced. Even though you've been accumulating assets for years, you can't possibly know all the laws governing private assets and the measures to take to secure your savings.
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Why Life Events — Not Portfolio Size — Warrant A Financial Advisor

13 July 2021
 Categories: , Blog

Do you know when you should hire a financial advisor? Many Americans feel that financial advisors are for those with a lot more income or a bigger investment portfolio than they have. But in reality, a financial advisor's services are better gauged in terms of life events rather than the size of your assets. Why? And how can they help during these life events? Here's what you need to know.
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About Me
Choosing To Make Better Financial Decisions

For a really long time, I didn't give much thought to my financial situation. I figured things would eventually shake out, but I didn't know how long it would take. However, after taking a personal finance class, I realized that most people had things sorted out a little better than I did. I began looking around for various ways to make things work, and I finally found a really great team of professionals who could help. They walked me through financial planning, and made the entire process seem really simple. Check out this website for awesome advice about making better financial decisions.