The Basics of Estate Planning
Photo by woodsy Estate planning matters; you want to ensure that, after your death, your hard-earned assets are distributed to the people or organizations about which you care in an efficient, inexpensive, and tax-advantageous manner. Proper estate planning adds...
Fiduciary Duty
Photo by magele-picture To achieve their financial goals, clients must be able to trust their financial advisors. Unfortunately, the financial advice industry is rife with conflicting interests, misguided incentives, and confusing terminology. Financial advisors who...
Behavioral Finance 101
Photo by sveta Behavioral finance combines psychology and economics to explain how investors act. Instead of assuming that people (e.g., investors) always make rational financial decisions, behavioral finance proponents argue that behavioral biases strongly influence...
Roadmap for Heirs
Photo by woodsy Click Here To Download Roadmap When a loved one passes away, heirs are often burdened with substantial responsibilities relating to the estate division and other personal matters. Heirs’ responsibilities may include preparing funeral arrangements,...
