estate planning

Six Times You Should Hire a Financial Planner (and Three Times You Shouldn’t)
www.thesimpledollar.com

Financial planners get a bad rap, and to a large extent that’s deserved. Far too many “planners” are really just salesmen in disguise, tasked with leading their clients into high-cost products sold by the companies they work for. But there are good financial planners out there if you know where to look, and in the right […]

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Questions About Furnaces, Focusing, Estate Planning, Watercooler Talk, and More!
www.thesimpledollar.com

What’s inside? Here are the questions answered in today’s reader mailbag, boiled down to summaries of five or fewer words. Click on the number to jump straight down to the question. 1. Buy it for life: jeans 2. Water bottle for life 3. Shopping around for a furnace 4. Getting “in the zone” 5. Thoughts […]

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14 New Year’s Money Resolutions
www.thesimpledollar.com

When my husband and I sat down to create a zero-sum budget for December, we did what we always do at the end of the year – we created a list of year-end financial moves to consider, and looked back on our progress. On top of those tasks, we came up with a few money goals […]

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Your money could fall into the wrong hands if you don't update this crucial information
www.clark.com

When people think about estate planning and what will happen to their assets after they're gone, they often only worry about a will — overlooking the crucial role that their financial accounts play in this process.  Why you need to updat…

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