Archive for the ‘ Estate Planning ’ Category

What are your Personal Financial Ugly Ducklings?

In order to simplify your personal finances, you must identify your financial ugly ducklings and turn them into financial swans.  What I mean by this is if you want to simplify your financial life so you can manage your finances better you must identify your bad financial habits which I refer to as your ugly ducklings and take action to turn this bad financial habits into a positive financial situation or what I refer to as financial swan.

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10 Reasons Not to have a Will

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We say we want to simplify our finances but do you always find an excuse when it comes to certain financial topics. One topic many of us fail to consider when simplifying our personal finances is estate planning or just the simple step of having a will drafted. This is one subject many of us do not like to discuss. Since we do not like to discuss it, we usually do not plan for it. Having a will not necessary help you simplify your finances but will help simplify your finances for the loved ones you leave behind. Even though we all know having a will in place can make the settlement of your estate large or small much easier on our loved ones the majority of us do not have a will in place. So what is your excuse for not having a will?

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