Month: December 2018

If you are planning on hiring a financial advisor, you need to know the difference between an “investment plan” and “financial plan”. An investment plan maps out an investing strategy to help you meet your long and short term goals, such as retirement or buying a house. A financial plan is a more comprehensive evaluation of your financial situation that can address savings, budgeting, insurance, college planning, taxes, estate planning, and retirement, as well as investments. What services does your advisor provide?

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Nobody likes to think about illness or death, but planning is essential to protect your family and make sure your wishes are followed with regard to your assets and estate. Here are some easy, quick steps to get started.

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