Posts Tagged ‘Financial advisor’
Is Estate Planning Only For The Rich?
You’ve worked so hard to build your net worth, but it could fall into a sinkhole if you don’t do estate planning. Estate planning isn’t just for the rich, it is a necessity for everyone, and estate plan will allow you to pass along what you own to whom you want to receive it, the…
Read MoreHow to Choose a Financial Advisor
Various financial industries strive to create standards of excellence through accreditation programs. When choosing a Financial Advisor, here are some designations you should look for. A CFP is a Certified Financial Planner who must pass stringent standards for Education, Examination, Experience and Ethics while providing financial planning to clients. A ChFC is a Chartered…
Read MoreHow To Strategize For Your Social Security Benefits
As life expectancy has grown, your retirement now can last between 20 and 30 years. So Social Security planning is critical, no matter how much money you have. It can make a difference of hundreds of thousands of dollars. For example, if you retire at age 62 and pass away at age 86, you’ll receive…
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