In case you missed it yesterday, I published the latest post on the LWM Blog yesterday. As a young advisor, a lot of my peers ask if they need a will or estate planning documents at such a young age. I break it down in the post linked below!
Here’s what I’ve been reading this morning:
‘Is a Do-It-Yourself Will Acceptable?’ – Tim Mullooly – Living With Money
- There are a handful of options when it comes to having a will made. Doing it yourself is certainly one option, but is it a good one? In my latest post I break down some pros and cons of creating a will by yourself.
‘A Message to Struggling Friends and Family Members’ – Mullooly Asset Show
- Though the stock market has recovered, there are still plenty of people in financial trouble. In Ep. 211, Tom sends a message about filing for bankruptcy. It doesn’t need to be a life sentence, and can actually turn out to be a long-term positive if you view it the right way.
‘Guide to Protect Your Assets as You Age’ – Patrick Simasko, Luke Stempien – The Street
- The older you get, the more important it becomes to have proper protection in place for your assets. Utilizing an elder law attorney can be a great way to establish powers of attorney needed to keep your assets safe.
‘Why the Return From Dividends Matter’ – Eddy Elfenbein – Crossing Wall Street
- On paper, dividends may seem like small potatoes in the grand scheme of things. But as Eddy points out, they are very important to consider when you think about total return on your investments.
ENJOY!
