The Downside of DIY Wills

Written by admin on May 22, 2020. Posted in Financial Planning.

Don’t Discount Your Will. A self-created last will and testament may lead to problems. As an early step in estate planning, you may be tempted to write your own will. There are some good reasons why you shouldn’t. While do-it-yourself wills may be cost-effective and make the process of will creation...

A Financial Plan for All Seasons

Written by admin on May 21, 2020. Posted in Financial Planning.

Grab your sunglasses — summer’s here, and it’s time to kick back and relax. If only it were that easy. It would be great if all your worries disappeared when summer arrived, but that doesn’t happen. Actually, if money is stressing you out and you’re planning to take...

How to Work With a Financial Advisor

Written by admin on May 11, 2020. Posted in Financial Planning. 30 Comments

A flurry of new investment products, the emergence of global investing, the shift from company-funded pension plans to employee-driven retirement plans (like 401(k) plans), and uncertainty about Social Security have all contributed to the increased need for qualified financial advice. No matter what...

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Month: May 2020

The Downside of DIY Wills

A Financial Plan for All Seasons

How to Work With a Financial Advisor