Understanding the 3 Financial Planning Stages

Understanding the 3 Financial Planning StagesWe all go through different stages of life. Whether it’s dying our hair pink or moving to a new city, these stages represent different phases. As each stage inevitably ends, a new one opens up. It’s the accumulation of these stages that turns us into the people we are today.

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Is DIY Wealth Management a Good Idea?

Source: PexelsWith so many resources out there thanks to the Internet, doing things yourself has never been easier. Click a couple of links, and you can learn how to change a tire and cook like Gordon Ramsey (not at the same time, of course). Our digital database is more comprehensive than ever before, so our depth of knowledge has grown significantly, too.

That said, this doesn’t mean we’re suddenly experts in everything.

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I Don’t Own Many Assets, Do I Still Need an Estate Plan?

Estate PlanListen, there’s plenty of people out there who don’t own a sprawling mansion with a private helicopter. Come to think of it, there’s probably a lot more people without those things than with them. The idea that you need to own a big house and have large retirement savings to build an estate plan couldn’t be further from the truth.

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