by Seun Adeyemi | Jan 3, 2018 | Cash Flow Planning, Debt Management, Estate Planning, Financial Planning, Insurance Planning, Mortgage, Real Estate
It’s a “new year, new you.” Are you ready to hit the ground running in 2018? For many of us, setting new year’s resolutions is a popular tradition. We set goals for ourselves to lose weight, eat healthier and quit smoking. Many of us also set goals around our money,...
by Seun Adeyemi | Oct 10, 2017 | Estate Planning
Managing your finances raises a number of topics but none as tricky and potentially unpleasant as planning for your family and finances in the event that you pass away or become incapacitated. Understandably, these questions are often ignored by many—but don’t fall...
by Seun Adeyemi | Aug 10, 2016 | Estate Planning
Do you know who your beneficiaries are? It’s the all-important question we asked in last week’s blog post on named beneficiaries. Far too many people fail to update their beneficiaries – or worse have no beneficiary at all. Naming a beneficiary is crucial step in...
by Seun Adeyemi | Aug 2, 2016 | Estate Planning
It’s that time of the year when you should have received your annual pension statement by now. Do you know who your beneficiary is? Beneficiaries is our next topic of discussion in our weekly estate planning series. Beneficiaries are an important part of estate...
by Seun Adeyemi | Jul 27, 2016 | Estate Planning
Have you heard of the term “living inheritance?” It’s our next topic in our weekly estate planning series. With the largest transfer of wealth set to take place over the next three decades, living inheritance is a term you’re likely to become more familiar with. An...
by Seun Adeyemi | Jul 20, 2016 | Estate Planning
This week we continue our estate planning series by once again looking at the power of attorney. In our first post on powers of attorney, Why a Power of Attorney is Just as Important as a Will, we looked at what a power of attorney is and what are the consequences of...
