From the “crappy estate planning advice professionals give their customers” file: I’ve heard a TON of terrible advice that comes from financial professionals about estate planning–but this is probably the most common and the most damaging. And it usually comes from banks and bankers: “You should put one of your kids on your account so they […]
Yearly Archives: 2016
What’s the Difference Between a Will and a Living Will?
CHERP™ Webinar – What You Need to Know
A Plan as Unique as Your Life
Access to financial advice is more readily available than ever before- between the internet, various publications and talk shows, one can get advice on budgeting, saving for retirement, support for ageing parents and a host of other topics. This can be seen as a good thing as the mystery of the subject matter is lessened. […]
Deidre Farrell shares successful college planning tips
Success! Last evening, Dierdre Farrell, Financial Consultant with Thrivent Financial, spoke to our audience and provided many successful college planning tips. If you missed the event, here are some highlights: Deidre outlined the 3 tenets of college planning: + Admissions + Academics + Financial As you can see, successful college planning is NOT just about the […]
