Every year I like to revisit the topic of basic estate planning, because it really is one of the most important pieces of knowledge that a person can possess.
I always ask every client if they love what they do, and about half say yes while the other half say no.
Understanding the value of a dollar is a valuable skill. When you look at the world around you, you want to break everything down into cost effectiveness.
How many financial advisers do you work with or how many accounts do you have with different institutions?
If you’re like many Americans,
Real estate and land have built countless fortunes over time. Think about Manhattan Island, and how it was purchased for what would equal roughly $600 in today’s money.
There are a lot of different aspects of personal finance, so it would make sense that you wouldn’t have mastered all of them.