Estate Planning Checklist for Your Family Survivors

Author: Laura Knolle

No matter how young or old you are, the last thing you probably want is to create a problem for your family when you’re not there to help them figure out how to solve it.

Yet according to a recent study, 60 percent of American adults don’t have a will or living trust. What’s more, only 29 percent of adults have a living will. So, if you’re just getting around to planning your estate, you can take comfort in the fact that countless other Americans are in your position.

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Money Inc.: 4 Money Lessons from Game of Thrones

Author: Sean Cartin

Being a financial advisor, I can’t help but look at how movies, tv shows , and books use money in their stories. I’m always looking for the good ones, and funny enough, Game of Thrones addresses money in some of the most sophisticated ways possible. I wrote an article for Money, Inc. on this very topic, sharing how GoT can help you better understand your finances.

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How to Find a Financial Advisor

Author: Mike McGrath 

When choosing a financial advisor, the best first step is to determine what kind of help you need. Do you need help with budgeting, life insurance, investment management, overall planning, or some other part of your financial life? Determining this upfront, you can narrow down the type of advisor you need to work with. The Advisor Selection Checklist created by EP Wealth Advisors can provide a framework for your decisions. It offers a summary of an advisor’s potential capabilities.

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