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Posts from the ‘Legal’ Category

Dec 14

7 Tips To Financial Planning Success

Financial planning can be complicated and usually requires some help from some experts in one or more fields in order to ensure that you are maximizing savings and have no stone left unturned. On the other hand, there are lots of steps you can take on your own to save money, protect your family and increase the chances of achieving financial success. Here are 7 things you can do to put a few more dollars in your pocket and make life easier.

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Dec 11

Financial Planning & Legal Services

Financial Planning is more than having a Will, buying life insurance and putting away a few dollars towards retirement in the hope that things will turn out – it is a comprehensive strategy for achieving short and long-term goals as efficiently as possible with the least amount of risk. Read more

Aug 6

Why Wills Matter – August 6, 2012

Whenever the topic of Wills comes up at dinner parties or cocktail parties (which admittedly, isn’t all that often), it seems that at least one of the partygoers does not have a Will.  Rather than trot out a doomsday scenario over dance music, I usually provide a few quick comments and let the conversation return to happier topics.  Read more

Jul 25

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Beneficiary Designations – A Little More Effort Now Can Make a World of Difference for your Heir

You probably have some assets that require beneficiary designations on them so you can directly name who inherits them on your death.  Some of the most common products with these designations are: Read more

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