Tag Archives | financial plan

WIl, Beneficiary, IRA

6 Terrible Estate Planning Ideas

As part of the financial planning process, I review a lot of estate planning documents.  Part of my job is to encourage clients to update their documents, and/or ensure that their estate planning documents match their stated goals and intentions.  My experience in reviewing estate documents provides me with sufficient ammunition to rubber-stamp a good […]

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Financial Planner Philadelphia

‘How to’ series: How to Start a Financial Plan

Good financial planning begins with getting the big picture “right” for you and your family. Only then does it make sense to focus on the details. To use a workout analogy, there is no point to setting the goal of running a marathon if you haven’t walked a mile in years. Think of the financial […]

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WIl, Beneficiary, IRA

Simple Estate Planning – Your Assets When You Die

Guess what? You are going to die.  And no, it’s not because “I know what you did last summer”… I find it interesting to broach this topic with clients.  Some clients open up and share their deepest fears, thoughts and emotions. And others, well they clam up and become visibly uncomfortable. Regardless of how you […]

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