An estate plan is a legal system for the disbursement of your property upon your death. It recognizes your wishes, such as those regarding the care of minors, and it can legally minimize any taxes you and/or your heirs might pay. It can take into account your views regarding future medical […]
Wouldn’t it be great to have enough money to live your life to its fullest, while still putting away plenty for a rainy day? You can turn this dream into your reality, if you’re willing to plan and stick to a budget. A well-planned budget enables you to make financial […]
Living within your means is not as difficult as most people make it out to be. It takes some discipline but it can be well worth the effort. At the very least, you will be able to sleep at night knowing you aren’t burdened with a heavy debt load. If […]
Mobile banking company Varo Money, Inc. has announced the results of their “Mom: CFP” survey. The survey of more than 1,000 U.S. adults age 18+, conducted by Propeller Insights on behalf of Varo Money in March 2018, determined that Mom is the go-to financial advisor of many Americans and that […]
Many people will readily and admittedly seek the services of legal professionals, medical professionals, tax professionals, even domestic professionals but when it comes to financial planning, they rarely seek the assistance of financial professionals. Perhaps it’s the result of our grand parents generation and a fundamental lack of trust when […]
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