In the next two or three decades, it is expected that a great wealth transfer will occur. No matter how much or how little wealth you plan on passing down to your children or grandchildren, you should make it a priority to pass on your financial values to the next generation.
Typically, the cost of preparing a basic will is just a few hundred dollars, and only takes a day or two. Yet not having a will can come with severe consequences.
A financial advisor is more than just an investment selector. An advisor will maintain an objective, unemotional viewpoint while working with you to assess your current and future needs. They will hold you accountable as well as always be an available resource to answer any questions you may have, or, be there to offer strategies to new problems as they arise.
Spring is here! It's time for cleaning, budgeting, retirement planning, emergency funds & more!
Want to achieve full financial independence? Don't break these 10 rules.
Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.
