How Dusty Is Your Estate Plan?
If you’re reading this, you’re likely financially adulting which includes having your estate plan in place. Good on you! ….but, when was the last time
April 30, 2024
So, you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
…and so many more. Check out our blog today for a smarter tomorrow!
If you’re reading this, you’re likely financially adulting which includes having your estate plan in place. Good on you! ….but, when was the last time
Your ex-spouse could inherit ALL of your money and there’s not a thing you can do about it. True story. A guy didn’t think to
Your parents had the best intentions. Unfortunately, Uncle Sam could care less what they INTENDED. A common financial mistake is gifting investments (including rental property)
There are only 3 things you can do to level up your money game. You can protect it, save it and grow it. PROTECT IT
SPOILER ALERT! If you haven’t watched this week’s Succession, then read this FZ Daily after you have. Last warning… Okay, here we go…you’ve been warned!
After 15 years as a financial planner, I’ve established an order of operations to get someone’s house in order. It starts by managing the risk
The #1 misunderstanding people have about getting an inheritance is that they’ll pay taxes on it. You won’t. Nobody will…kinda. The estate MAY pay taxes
This is a true story… Bob and Mary got married in their early 20’s. By age 30, they were divorced. Bob remarried Suzy a few
You have your estate plan completed because you’re a financially-adulting adult. Congratulations. But it’s not quite “set it and forget it.” We recommend reaching out
Yes. A will is kinda like a suggestion to the probate court for what to do with your money. Ultimately, the court will decide whether to follow
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