Archive
MoneyDo: Know What You Own When It Comes To Alternative Investments Over the past few weeks, we’ve been encouraging you to know what you own – beyond the name of the investment, to what type of investment, what’s in it, and how it affects your portfolio, and...
MoneyDo: Protect Yourself/Family From Financial Elder Fraud Most of us have taken steps to protect ourselves from the menace of identity theft, from freezing our credit to even adding protections to our computers and email. While Identity Theft is trouble,...
MoneyDo: Know what you own: Fixed Income This week’s MoneyDo again encourages you to know what own – this time by taking a close look at your fixed income holdings. Fixed Income refers to investments that deliver a stable flow of money, often independent of...
MoneyDo: Know What You Own – International Equities This week’s MoneyDo continues our advice to “Know What You Own,” specifically when it comes to International Equities. As we mentioned in an earlier MoneyDo, while it sounds rudimentary, we find that many...
Money Do – Discover What Probate Is And When It’s Needed Probate may be one of the most misunderstood parts of the estate settlement process. Unfortunately, the term “probate” has garnered some negative connotations through headlines and heavily-publicized cases that...
MoneyDo: Know What You Own - US Equities This week’s MoneyDo is to Know What You Own when it comes to US Equities. It sounds rudimentary, but we find that many folks neglect to track what’s in their portfolio, or haven’t looked in months or years.In the United States,...
Consider These 11 Reasons To Start Estate PlanningPart 2When we’re younger, we tend to focus first on taking care of ourselves, whether it’s personally, professionally or financially. Life changes, and so do our priorities. Sometimes, it’s when we have children; at...
Consider These 11 Reasons To Start Estate PlanningPart 1 When we’re younger, we tend to focus first on taking care of ourselves, whether it’s personally, professionally or financially. Life changes, and so do our priorities. Sometimes, it’s when we have children; at...
Review Account Titles & Beneficiary Designations Account titling is an important part of getting your assets organized and aligned with your estate planning goals. Account titling refers to who is listed as an owner of an asset, and the type of ownership....
Consider Who Can & Will Act As Your Power of Attorney As we age, it becomes increasingly important to have financial powers of attorney in place to ensure someone can manage our finances once we’re unable to do so. Who you select in that role is a critical...