Why do people postpone making their will? They think they will never die? Or they are sure that all their heirs know about their inner desires? Well read on… The current generation of clients whom I meet is inheriting nice big round amounts of money. However since their own salaries are far, far higher than […]
Don’t take this risk with insurance Insurance is a risk cover – don’t risk the nomination part. Most people name their beneficiaries when they buy the policy, and then never give the subject another thought. That could be a mistake. Good consultants recommend that you take the time to review your policies’ beneficiary designations periodically […]
Do I Need Personal Financial Planning? Planning for a secure financial future is a must! It can be done, and is not easy. Maybe you’re saving to buy your first home. Perhaps starting your own business is a dream. The costs of a college education have spiraled and you may wonder how you will pay […]