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…
The peace of mind dilemma At some point in our lives, many of us are full of enthusiasm about buying a nice home for our families, ensuring a good quality of life…
The case for asset protection Asset protection is mainly associated with various strategies for guarding people’s wealth. In the past, these strategies were primarily aimed at protecting assets from creditor claims. The goal…
Whether or not we realize it, we all have various assets that increase both in number and complexity as we progress through life. We’re talking: insurance policies retirement funds Stocks real estate…
Many people think that keeping track of their personal finances means observing and processing their income and expense information, which in turn helps them identify bad spending habits and improve. But is…
What is a stock portfolio? Let’s start with the definition. The stock portfolio is a component of the investment portfolio that contains various stocks. Think of it as more of a concept than…
Personal finance Personal finance is a term that covers many aspects, such as managing your finances, various strategies for maximizing the value of your financial assets, retirement planning, saving, investing, insurance and tax…
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