Estate Planning Answers

The beginning of year is an excellent time to review your finances and to update your financial plans for your future. But this year, it’s especially important as last year was devastating to many individuals and businesses. Even with some recovery, we’ve experienced unprecedented financial times within the equity and real estate markets that will [...]

Getting and keeping your financial house in order is an important household task all the time, but this year in particular. With all the financial uncertainties occurring you want your important paperwork and digital files readily accessible. Quick: do you know where’s your deed to your house or your pink slip to your car? When’s [...]

If you’re getting buried in paperwork and feel overloaded you’re not alone. Now’s the perfect time to get your print and digital paperwork under control, and in its place. Most people don’t plan to be unorganized; they just haven’t figured out how to go about putting their paperwork in order. Here’s a quick outline designed [...]

The start of the year, is always a good time to take an inventory of your current financial position.. This is essential information you’ll need for making any wise financial decisions and for doing your long-range financial planning. Assessing your financial position (or net worth) begins with listing the kinds of assets (things you own) [...]

Managing the use of your money is a way to gain power over your life. You’re the one who should be in charge of the choices and tradeoffs. If travel is what you crave, or if you like to eat in upscale restaurants, that’s perfectly OK, as long as it works in your overall plan. [...]