Many of us are familiar with a public foundation but not a family foundation. Establishing a family foundation gives you the chance to carry out your family’s charitable intentions while also bringing joy to others. The...
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Category: Saddock Wealth
Seven Ways to Achieve Financial Freedom
While everyone of us has different financial goals, we all want to be able to live the life we desire without having to worry about our source of income. We all want to aim for financial...
read moreEstate Planning Tips for Your Future
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...
read moreInflation 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...
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