Several months ago, I started a series called, “7 Simple Steps to True Financial Freedom.” In the coming weeks, we’ll take a look at each step, in detail, so you can learn how to make 2016 your best money year yet! Just as a reminder, below is a brief outline of the steps I mentioned… Read More
The Most Important Estate Planning Document You Don’t Have
Besides a will, an ICE folder is one of the most important estate planning documents everyone should have. If I had to guess though, I’ll bet that most of you reading this have never even heard of an ICE folder. Similar to the financial planning tool we talked about in the last post, it’s an… Read More
One Financial Tool You Need, But Probably Don’t Have
No, it’s not a budget. It’s not a checking account. It’s not a 401(k). Those are all good tools, but what I’m talking about is something most people have never heard of and is incredibly vital to protecting yourself from identity theft. It’s also an instrumental part of a good estate plan. It’s called a… Read More
7 Estate Planning Documents Everyone Needs-Part 2
There are 7 estate planning documents that I think everyone needs regardless of their age or stage of life. In my last post, I talked about the 4 estate planning documents you need in relation to your financial and personal affairs. In this post, we’ll talk about the 3 documents you need related to your… Read More