By Greg Hart, CFP® There’s one thing I believe we can all agree on: taxes are no fun! For many, just the thought of having to prep and file can cause great distress, but did you know you spend almost four months of every year working to pay the IRS? (1) This realization can really be the salt on …
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The Importance Of Trusts In Estate Planning
By Greg Hart, CFP® Do you have your estate planning documents in place? When most people think of estate planning, they think of wills, powers of attorney, and advanced directives. Those are the basic documents of estate planning. But is your financial life basic? If you have significant …
Are You Covered By These 4 Key Insurance Policies?
By Greg Hart, CFP® First things first: I do not sell, nor am I licensed to sell, insurance. However, I do perform insurance reviews for my clients as part of their financial planning. We review several different scenarios of what a client’s financial picture will look like if an unexpected …
The Easy Way To Get Started On Your Estate Plan
By Greg Hart, CFP® When something seems overly complicated, it’s all too easy to put it off, promising yourself that you will take care of it in the future. Nowhere is this more true than in estate planning. Most Americans agree that it’s important to have their affairs in order, with 52% saying …
$1 Million Isn’t What It Used To Be
By Greg Hart, CFP® In times past, a $1 million nest egg was a gold standard of success. A million in your savings essentially guaranteed the retirement of your dreams. Unfortunately, we are no longer living in those times. Nowadays, instead of $1 million providing an abundant provision for …