17 – 21 September is national Wills week and while I have seen a few posts covered on the subject, I thought I would share a few points on the importance of having your last wishes correctly drawn up, some points on what you should definitely include in your Will and what you should exclude […]
Continue readingMore TagCategory: Couples
Couples and THEIR Financial Planning.
Lately, I have been having more and more financial planning conversations with the complete family unit, both partners are entering into the arena and the results have been amazing. We are getting into the more meaningful part of what each of their wants and desires are and how they currently are not being addressed, purposely […]
Continue readingMore Tag