There are 7 estate planning documents that I think everyone needs regardless of their age or stage of life. In my last post, I talked about the 4 estate planning documents you need in relation to your financial and personal affairs. In this post, we’ll talk about the 3 documents you need related to your… Read More
7 Estate Planning Documents Everyone Needs-Part 1
12 years ago today, two airplanes collided into the Twin Towers of the World Trade Center in New York CIty, NY. As I’m sure all of you who are reading this know, America (and the world!) hasn’t been the same since. As we take some time to remember those that were lost, this event brings… Read More
“Money Tips that Grow With Your Children” (Infographic)
If you’re like most parents, you want to help your kids grow and mature into responsible adults. Part of this process involves helping them learn how to handle money so that when they leave home, they can function on their own without mom and dad. The problem is, this isn’t something most people know how… Read More
What Everybody Ought to Know About Planning for Retirement
“Planning for Retirement: 101” Do you remember that course in school? Yeah, neither do I. There are many things you learn in school, but learning how to plan for retirement isn’t usually one of them. With that in mind, below are five helpful things everybody ought to know about planning for retirement… 1. You’re never… Read More
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