My financial planning practice is positioned to assist people with estate planning and wealth transfer needs. No one wants to think what might happen when they are no longer here. It’s also a complicated topic that covers investments, tax and real estate, not to mention hard-to-navigate family issues. Because of all that, many people make mistakes or forget important steps when developing their estate plan and that can lead to trouble for their heirs.
A Plan for Living
An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.