Posts Tagged ‘estate plan’
Episode 64: Don’t Make These Retirement Assumptions
It’s never a great idea to make assumptions and that’s especially true when it comes to your money and your retirement. Let’s identify the common assumptions people make with their financial planning that could end up really costing you in retirement.
Read MoreEpisode 58: 5 Financial New Year’s Resolutions If You’re Over 60
As you enter the new year, do you have these items on your list of resolutions and to-dos? For those over 60 years old, this list will help you gain the clarity and confidence in your financial direction.
Read MoreEpisode 57: 5 Financial New Year’s Resolutions If You’re Under 50
If you’re under 50, this list of financial resolutions is the perfect way to start of your year. Having these financial details in place will give you a direction and peace of mind as you enter into the new decade.
Read MoreEp 49: Are You Working With The Right Financial Advisor?
Are you looking for an advisor and wonder what to ask? Or are you already working with a financial advisor but aren’t sure if it’s the right fit? Just what should a financial advisor be helping you with most?
Read More