Category: Financial Planning

Fiduciary Bonds: Definition, Types, Costs

Fiduciary Bonds: Definition, Types, Costs

A fiduciary bond, otherwise known as a probate bond, is a protective court bond that ensures a fiduciary will honor the expectations placed on them according to the law. The fiduciary bond upholds the interests and protection of the estate … Continue reading →

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Secured vs. Unsecured Loans: Here’s the Difference

Secured vs. Unsecured Loans: Here’s the Difference

Whether you’re trying to buy a home or looking to get a college degree, you may need to take out a loan to finance your goals. If you’re seeking out your first loan, know that borrowing money is a common…

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The post Secured vs. Unsecured Loans: Here’s the Difference appeared first on MintLife Blog.

5 Reasons You Need To Hire A Financial Consultant

If you’re a busy individual and have no time for the day-to-day management of your money, you may need to consult a financial consultant. Beyond being busy, however, there are major turning points in your life where working with a financial consultant is absolutely necessary. For instance, if you’re approaching retirement, you’ll have to figure …

The post 5 Reasons You Need To Hire A Financial Consultant appeared first on GrowthRapidly.

Who Can and Cannot Witness a Will?

Who Can and Cannot Witness a Will?

A will is an important part of your financial plan. When you create a will and testament, you’re creating a legal document that determines how your assets will be distributed once you pass away. You can also use a will … Continue reading →

The post Who Can and Cannot Witness a Will? appeared first on SmartAsset Blog.

How a CFP Celebrates Her Money Wins

People may often imagine that when they reach their milestones, there will be fireworks and party buses along with a huge celebration. And while sometimes there are, most wins are simply small steps you take every day until one day…

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June Financial To-Do List + Calendar

June Financial To-Do List + Calendar

Life happens, but you can be prepared for the unexpected with an emergency savings fund. These funds are designed to be set aside for unanticipated expenses, such as: Unexpected job loss Unforeseen medical expenses Car repair Family emergencies Emergency funds…

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5 Financial Goals to Start in 2021

  Although many people start New Year’s resolutions in January, there’s nothing magical about January with regards to self-improvement. Still, the best time to make a change or set a goal is today, so if you’re ready to level up…

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