Personal financial life planning
Category: estate plans
June 2, 2010
February 6, 2010
… look at the wealth creation and accumulation side of finance. Even within this realm though, some insurance products offer significant benefits over comparable bank or mutual fund products, especially for the elderly, the risk-averse, or the affluent.
December 22, 2009
What is the smaller mistake? The ‘waste premium dollars’ vs. ‘going uninsured’ dilemma in a ‘historical asset/income effects’ context. There is always a risk at any age that we become unable to take care of ourselves; chances for that grow …
January 29, 2009
Closely related to broad and creative goal-setting and synchronous balancing of many factors is giving robustness and resilience to your plans by involving more asset and product classes. It makes sense to step even further, beyond financial assets, and think …
June 1, 2008
Some people think that estate planning is about merely will-preparation, something separate from detailed financial planning. It is a gross and dangerous misunderstanding and oversimplification to hold this view.
Estate planning encompasses our whole life, its various aims and characteristics at …