Today's Puzzle: We get the question quite a lot about whether someone needs a financial advisor so Dan Cuprill shares a real-life example of a couple he worked with to provide a case study for how the process plays out. We’ll call them the Parkers, and we’ll walk through their first meeting, goals, needs, [...]
Today's Puzzle: No one wants to think about death but thinking about how your assets will be handled when you’re gone is a necessary part of life. Effective estate planning can leave you in control of your hard-earned money and investments, but it can also make the process clear and efficient for your heirs. [...]
We've all pondered the idea of what will become of our home when the time comes. On today's podcast, we'll examine how to leave your home as an inheritance.
One of the most misunderstood asset classes is going to be explained and exposed on today's show. This episode gets into the world of life insurance – in a quick and interesting way. Class is in session so take a seat and get ready to learn some extremely valuable information about life insurance and [...]