Arguably the second most important role to assign when drafting your estate documents after naming your personal representative (executor) is granting power of attorney (POA). Naming another person as agent (or attorney-in-fact) grants that person…
Read More
The importance of an estate plan cannot be overstated. For many families, that means having a standard set of estate planning documents (will, powers of attorney, healthcare directive) on file. However, some folks also stand…
Read More
For those looking for resources on investing, money management, and building wealth, a podcast offers an easy, accessible way to build your financial “toolbox” and learn from experts in personal finance. In many parts of…
Read More
Real estate agents are constantly on the go, networking, showing properties, and closing deals. However, like any other professional, real estate agents need to think about their financial futures. Furthermore, real estate agents are small…
Read More
Financial Advisor Cost: Understanding Fees and Value When it comes to hiring a financial advisor, one of the crucial factors to consider is how they get paid. Financial advisor compensation can vary based on the…
Read More
