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Estate Planning

4 Most Common Mistakes when Drafting a Will

Tweet You will find the process of writing a will to be quite straightforward if your estate is small. When you have accumulated a significant amount of wealth, your situation

Retirement Planning

5 Disastrous Retirement Planning Mistakes and How To Avoid Them

Tweet Fortunately, with proper planning, you can avoid feeling anxious. To help you avoid making mistakes during retirement planning, here are some common mistakes people make and how to fix

Estate Planning Uncategorized

Estate Sale: Managing Parents’ Money and Final Expenses

Tweet That advice shouldn’t necessarily only be limited to an attorney. Money Issues The very moment you start looking at paperwork, you need to hire an accountant and, if necessary,

Estate Planning Money Management

Estate Planning is not Only for the Heirs

Tweet Estate planning is a crucial part of every person’s life. However, many people are under the impression that such planning is essential only if they own some property. In

Financial Planning

5 Ways a Wealth Advisor Can Help You Achieve Financial Success

Tweet So, you’ve managed to build yourself a nest egg. Great…now what?  Find out if it is enough – will it last for your full retirement life and will it

Estate Planning

The Truth About Estate Planning (Wills, Trusts, and Probates)

Tweet To ensure that your estate planning goes smoothly, you must understand the basic laws. This post will also correct some common misconceptions perpetuated by the media to consumers. Whether

Estate Planning

5 Estate Planning Tips for Baby Boomers

As people age, they need to think of their long-term future. Not only that, once we get into old age, we should consider our family and what happens to our assets when we die.