Description
We feel we have only brought negative news in the past few episodes so we wanted to switch up the tone. We only wanted to share positive news and information during this episode. We discuss positive news in our personal lives and some things we are looking forward to, hopefully, the episode is viewed as a nice change of pace from all of the negativity constantly surrounding us.
Estate planning is the most overlooked segment of the financial planning process. In this episode we discuss will basics. What happens when you die with a valid will? What happens when you die without a valid will? What can you do to ensure your assets transfer appropriately, and make sure you...
Published 07/31/24
There are many metrics that can be used to measure the performance of your portfolios. These benchmarks should be appropriate for your time horizon (how long you have until the money will be needed). One seldom used benchmark is a multiple of assets compared to income. This benchmark is often...
Published 07/10/24