Estate Planning as a Career

Jacquelyn Kennedy Onassis was a very private person. Surprising when you consider the public life she led - but true. She was famous for keeping her private life private.

Why am I telling you this?

The other day, my CPA was telling me that the office he previously worked in - had a copy of her will! They kept it on hand to prove to their clients how vulnerable our most private wishes can be, when we leave everything in a will.

Can you i (more…)

This article is for everyone who doesn’t have a lot of money. Since this is many of you, you’ll likely find this topic of interest. If you’ve already made your start, you can always share this with friends or family who are just starting out. The main point here is that you can start investing with a small amount of money. By small, we mean $25 to $250.

There are at least three ways to buys stocks and mutual funds online without a lot of money. Each way corresponds with u (more…)