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 PlanningRSS feed for this section
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.
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.
- The Value of a Proactive Investment Strategy March 6, 2013
- Can A Simple Habit Make You Wealthy? February 21, 2013
- An Ounce of Prevention January 15, 2013
- My Journey Toward Achieving the Chartered Financial Analyst® (CFA®) Charter January 25, 2013
- Understanding Market Tops and Cycles February 14, 2013
- *NEW* Market Update from Dave – February 6, 2018 February 6, 2018
- Market Update from Dave February 5, 2018 February 5, 2018
- Successfully Handling Tough Choices When Caring for Your Parents January 31, 2018
- The Letter You Should Write Your Spouse December 1, 2017
- Guess What Happened Yesterday! October 18, 2017