Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. A well-grounded and effective plan goes beyond the realm of saving, budgeting, and investing. It also considers other elements of your financial picture, including insurance planning, tax planning, retirement planning, estate planning, and much more.
Everything you do – from planning the education and designations you'd like to acquire, to starting a career and managing your career progression – is done in the hopes that you and your loved ones can have a better life. But in all your planning, have you remembered to plan for life after work?
It’s been said that you reap what you sow. And when it comes to enjoying your investments, truer words have never been spoken. Even if you don’t have thousands of dollars to invest, simply taking the time to choose where to park your money can be rewarding.
Without an established plan, the fate of your estate will be determined by the government. Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, I can assist in reviewing your situation so your estate benefits the people and charities you care about most.