Watch this video to learn about a special letter a wrote to my wife in case I died unexpectedly that you can use as a model for yourself.
Archive | Estate Planning
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5 Things You Should Know About Your Parents
Learn the 5 things you need to know for your parents. If You’re a parent, these are the 5 things your kids or a trusted friend should know about you.
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About Our Firm
Shepherd Wealth & Retirement is a wealth management firm led by a father and son team based in Tucson, Arizona. We specialize in serving the needs of families who are focused on preserving and growing their wealth through life’s many turning points.
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The Value of a Proactive Investment Strategy March 6, 2013
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Can A Simple Habit Make You Wealthy? February 21, 2013
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An Ounce of Prevention January 15, 2013
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My Journey Toward Achieving the Chartered Financial Analyst® (CFA®) Charter January 25, 2013
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Understanding Market Tops and Cycles February 14, 2013
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Portfolio Changes Update, April 4, 2018 April 4, 2018
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Market Update from Dave March 23, 2018 March 26, 2018
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How March Madness Could Make You a More Intelligent Investor March 14, 2018
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*NEW* Market Update from Dave – March 7, 2018 March 7, 2018
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4 Things You Need to Know About This Market February 20, 2018