Heirless Estate Planning
Category Archives: Financial Planning
Heirless Estate Planning
The purpose of estate planning is to distribute your assets to heirs in a formal, legal process. If you do not have any heirs to speak of, you might not feel the need to do this. However, your assets will go somewhere, so you may… Continue reading
Travel Companions: How to Share Expenses
No matter how well you know someone, you usually learn a lot more once you’ve traveled with them. We are all different in this activity, from people who prefer aisle seats over window seats, to Airbnb renters or hotel… Continue reading
Tips for Early Retirement Planning
Tips for Early Retirement Planning Continue reading
Natural Disaster-Proof Your Finances
🖨 Print⏱ 4 min readHurricanes, floods, wildfires, tornadoes and earthquakes are becoming more severe and more frequent with each passing year. Without sufficient protection, these events can cause lasting financial disruption. While no one can prevent a natural disaster, preparing … Continue reading
High Concept Strategies: Evidence-Based Investing
This is the second in a series of articles discussing various types of high-concept investment styles. This month we explain evidenced-based investing. Investors and their advisors frequently are influenced by a variety of factors, ranging from news, rumors, biases, gut … Continue reading
Benefits of Delaying Retirement Number Many
Traditionally, retirement was short and peaceful. People worked jobs that were hard on the body – such as farming, manufacturing, tradesmen or railroad workers. If you made it to retirement, you were relieved to have the chance to wind down … Continue reading