Tag: estate planning

What Does Financial Planning Really Mean?

There are many terms used to describe the services of a financial advisor.  Some of these include wealth management, financial planning, and investment management. These...

Why College Students Should Have a Health Care Proxy

Preparing for college is an emotional roller coaster for both parents and students alike. As a parent, you tend to concentrate on applying for financial...

Are Your Investment Assets in the Right Location?

The old saying “It isn’t what you make, it is what you keep” is at the core of building an effective wealth management plan to...

We Have to Talk about Medical Advance Directives

Could you imagine your ex-spouse making end-of-life decisions for you?! Just in case you don’t have an ex-wife, let me say it another way: If...

How Charitable Giving can be a Powerful Estate Planning Vehicle

Approximately 70% of Americans make charitable contributions during the year.  Most of the contributions are done in the month of December.  Often the contributions are...

Avoiding Probate Isn’t Hard or Necessary

Articles about estate planning tend to put a great deal of focus on avoiding setting up your assets in such a way that your beneficiaries...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.