LATEST POSTS
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ESTATE-PLANNING
Why Everyone Needs a Will (I’m Talking to You, Millennials)
If you think estate planning is for only the elderly or wealthy individuals, think again. Even if you do not think you have much, it’s important to have a plan for what you do have, and what you want to do with the stuff, if you pass away.
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ESTATE-PLANNING
How to Write a Will That Won’t Cause Family Feud
There is a saying that the love of money is the root of all evil. But few things can break up a family more than money issues upon the settlement of a parent’s or life partner’s estate. Family harmony is usually an important issue when parents write out their final distribution wishes in their will. Simple or complex estates can run the risk of disharmony caused by a lifetime of family interactions, rivalries and learned behaviors.
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INVESTMENTS
Social Conscious Investing
Are you socially conscious and want your investments to reflect that? You may think conscious investing is more difficult to accomplish than traditional investing, but it might not be as hard as you think.
