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//Tag: Financial Planning
8 03, 2019

Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, Too

By |2019-03-04T14:35:55-07:00March 8th, 2019|Categories: Estate Planning, Financial|Tags: |0 Comments

To leave a robust financial legacy for your family, a financial plan alone is like trying to guide a boat with just one oar. It’s only part of the big picture for your overall monetary health. A well-informed financial plan is worth your time for several reasons, but let’s [...]

23 01, 2019

Four Reasons Why Estate Planning Isn’t Just for the Top 1% Percent

By |2019-01-19T18:58:35-07:00January 23rd, 2019|Categories: Estate Planning, Financial, Taxes|Tags: , , |0 Comments

There is a common misconception that estate plans are only for the ultra-rich - the top 1 percent, 10%, 20%, or some other arbitrary determination of “enough” money.  In reality, nothing could be further from the truth. People at all income and wealth levels can benefit from a comprehensive [...]