General info

2 Posts in this category
Posted By: CFP&WM On: May 20th, 2009 In: Estate planning General info

Seven Estate Planning Documents Tips

Your state planning documents are designed to safeguard you when incapacitated as well as to efficiently pass on your assets when you’re gone.  Unfortunately, you should not “do them once” and forget about them.  Here are some tips that can help.

1.     Review your powers of attorney and verify those agents listed represent your current ideas on who you want …

Posted By: CFP&WM On: May 15th, 2009 In: General info

So why a blog?

No one should care more about your financial well-being than you.  Having
objective financial information empowers you to make better decisions that
can improve  the quality of your life.

In a recent study, only 28% of people trust information from a company that
is trying to sell them something.  The other 72% have good cause to be

The Wall …