Before you make a final decision on the type of advisor that is right for you, we’ve rounded up some of the key differentiators between each group. Hint: ignore titles. Focus on substance.
This edition of Oasis Wealth Planning’s newsletter provides insight on making decisions for the future as well as after you are gone and explains why we embrace market pricing as part of our investment management philosophy.
Determining the right asset allocation for widows should not be a cookie-cutter exercise. The proper asset allocation is dependent on the widow’s unique financial situation and overall goals. Rather than being sold annuities to provide “safe income”, widows should consider adhering to the asset dedicated approach for the right combination of safety and growth.
Naming a trustee as part of your overall estate plan may be one of the most important decisions in the estate planning process. Deciding between an individual or corporate trustee is not easy, but the right decision may help carry out your wishes, avoid family conflict, and minimize costs.
Financial planning is not about merely the numbers. Properly done, financial planning is life planning – helping you live an intentional and meaningful life. We hope you enjoy today’s inspirational quotes.
The grieving process for widows – while natural and necessary for growth – can obviously be difficult to go through. Fortunately, there are many places and people to get support from, including professional therapists, support groups with professionals involved, or workshops. With the assistance of professionals and others, more healing and accelerated healing may take place.
It’s important to have a basic understanding of the concepts and terms financial professionals you speak with will be using. This can help you make more informed decisions as you move forward in navigating the financial services industry.
The traditional approach to investment management may be sexy to individual investors, but it comes at a cost. And, while a passive or pure index approach has certain advantages over the traditional active approach, evidence-based investing may bring even greater advantages. Learn some key differences between evidenced-based investing and the traditional active approach.
