Inheriting wealth should be a pathway to financial security and independence, yet for many women, it comes with unexpected challenges. Legal complexities, lack of financial literacy, hidden assets, and lack of access to digital assets can all stand in the way of...
Misconceptions About Estate Planning Estate planning often evokes thoughts of the wealthy securing their vast holdings for future generations. However, in today's increasingly digital world, this process is essential for everyone, no matter their wealth or marital...
What is KYC Policy? Know Your Customer (KYC) is a standard in the finance industry that ensures investment advisors, banks, and other financial institutions verify the identity, suitability, and risks involved with maintaining a business relationship with their...
Digital assets and their inheritance by the rightful beneficiaries are becoming an increasingly hot topic. More and more often, we hear people close to us sharing shocking stories about how their loved one passed away suddenly in their prime and the family was not...
This is not the first time we have spoken about the similarities and differences between physical and digital assets. Before the age of the Internet, people owned only physical assets: real estate, money made of metal or paper, paintings and other valuables, books and...
The word “innovation” has been and probably will continue to be popular in the business world, especially among entrepreneurs. For start-ups and leading businesses, innovation is a must. Unfortunately, it is not exactly true for traditional industries and markets such...
What measures should we take regarding our personal finances when our partner is not financially literate? If something unforeseen happens to you, a lack of financial literacy in your partner is guaranteed to cause financial turmoil in the family. More and more people...
While on vacation, the main goal is to relax and recharge with positive emotions to more easily cope with your work and daily tasks when you get back home. Of course, each trip involves some kind of preparation, which varies in duration and complexity, depending on...
The basic reason for having life insurance is the promise that your loved ones will be protected financially in the event of your premature death. There are many types of life insurance, and all of them can protect your family or loved ones, but they differ in a...
Do you remember the last time you went to a movie? I guess you haven't forgotten how you prepared for it: You considered who you wanted to share this experience with. You thought about what genre of movie you wanted to watch. You checked whether this genre suited your...
