Wealth Management: What it Is, What it Costs, When to Use
Real estate, stocks, bonds, and other assets can grow wealth for current needs. These assets can also pass that wealth to future generations. However, making the right decisions to reach and maintain financial goals can be difficult and complex.
Marriages, Trusts and Property Investments
One way to protect your real estate assets is to place them into a trust. Depending on your chosen arrangement, that trust can provide possible tax advantages, protect assets from creditors, and allow your heirs to avoid probate when you die.
What is the Average Return on a 70/30 Portfolio?
Crafting an investment portfolio depends on your goals and risk appetite. For many investors, choosing a simple percentage split is a sensible guideline to maintain a balance between potential return and stability. Of course, everyone would prefer to have all the upside with no risk, but each of us must personally decide where we are comfortable.
How Does Fee-Based Financial Planning Work?
Financial planners and investment advisors can help put you closer to your financial goals by creating a comprehensive financial plan that includes managing your money, providing investment advice, tax, retirement and estate planning, and many other services.
What Are The Steps in the Financial Planning Process?
Ensuring a secure financial future doesn’t occur by happenstance. It takes cautious planning, usually by an experienced financial planner, and rigorous adherence to predetermined financial goals.
