There is more to estate planning than creating your will before you pass away. It involves setting up the transfer of your hard-earned assets to the people you believe are the most deserving. This is what...
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Author: Saddock Wealth
Inflation and Investments – Establish a Financial Plan
Inflation has always played a major role in the economy for both consumers and investors. It occurs when the prices of products and services increase, everything from houses to cars to consumer goods. Even while it...
read moreInvestment Real Estate for Retirement
Investments of any kind can be complicated. Investments for retirement can be even a little bit more challenging. Your retirement years will be determined by your investment strategy, so it’s a good idea to start planning...
read moreThe Best Options with Legacy Investment Planning
Your legacy when you die is important to those left behind. Financial goals should include legacy investment planning. Granting your assets to your successors is what legacy investment planning is all about. Your financial advisor will...
read moreAchieving Your Long-Term Financial Goals
If you have any long-term financial goals (and you should), what are they, and how are you planning to put them into practice? Are you keen to build that emergency fund you always aspired to? Are...
read moreYour Emergency Fund: Start Saving Now
Unfortunately, accidents happen in life. Unexpected events occur and unexpected costs arise. That’s why everyone should have an emergency fund. The first step when creating an emergency fund is to create a budget. It is important...
read moreThe Wealth Benefits of a Charitable Foundation
Do you donate sizeable sums of money regularly? Should you start your own private charitable foundation? Is there a social need you would like to support? If you have answered yes to at least one of...
read moreSuccession Planning for Small Business Owners
Succession planning is a strategic process to pass on key leadership roles in a business. The idea behind a succession plan is to create potential leaders, that will be ready to take the reins in the...
read moreInvestment Portfolio Construction For 2022
The number one factor of an investor’s success is their portfolio construction and diversification choices. For the best results, you need to know how to properly allocate your assets to get the most out of your...
read moreZero In On Your Investment Management Strategy
The last few years have been turbulent, full of change and uncertainty. The state of the world has caused many of us to make shifts in our lives, both personally and professionally. Some of these shifts...
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