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estate plan

4 Reasons You Don’t Need an Estate Plan

Here the four reasons you don’t need an estate plan: 1. You don’t own anything. 2. You don’t have anyone you love or care about. 3. You would prefer that the politicians in your state decide who your personal assets go to and who is the guardian of your children when you die because you […]

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investment planning

The 8 Essential Elements of Investment Planning

Do you ever have that nagging feeling you forgot something?  Does it frustrate you because you know from past experience that that feeling is reliable?  And doesn’t it always seem like you find out later that day that you did forget something right when you need it! In financial planning and wealth management, there are so […]

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