Traditional estate planning Traditional estate planning enables people to protect their personal assets. These assets range from various types of financial items such as bank accounts, company shares, and stock portfolios to…
What Is a Last Will and Testament? A last will and testament (commonly referred to as simply a “will”) is a legally binding document which specifies a person’s wishes regarding the inheritance…
We’re usually so caught up in our everyday lives that we often forget what’s important. We’re chasing so hard after that job promotion, new car, bigger house, etc. that we forget it…
Everyone wants financial security and peace of mind so they can enjoy their life. But every now and then we are bothered by financial worries – what will happen if I…
What is asset management? Asset management can be described as the set of activities related to managing a portfolio of assets with the goal of increasing their value. For those of you…
Many of our skills and qualities do not come at birth but must be nurtured and developed. At school, we are often taught math, literature, good presentation skills, and so on. When…
Life insurance for peace of mind People who decide to take out life insurance are usually driven by the desire to protect their loved ones and secure them financially in case of…
What is an asset management firm? An asset management company/firm, also known as an investment management company/firm, is a company that invests a pool of investors’ funds into investment vehicles, most commonly…
First, let’s make an important distinction: there are, generally speaking, two main types of insurance for bank accounts. There’s the guarantee banks are required or encouraged by the state to provide, and…
Everybody wants to be financially independent, but it is not something that suddenly happens while sitting on the couch. Financial independence basically means that you have enough money to live on for…
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