Category: Wealth Advisor

If you’re looking to write your online wills
There are many things to think about before writing online wills. In this post, we will be checking out some core things to think about before writing your online wills. Giving to charities or maybe building a bequest  Charities could be incorporated as beneficiaries in wills, for instance in case the testator would like to […]
How to know whether you’ll need a lawyer for your online wills: An expert’s view
John observed that individuals with complex personal scenarios, like having dual citizenship, and having to prepare for taxation would particularly benefit from dealing with a lawyer to prepare the will of theirs. Additionally, individuals with complex family circumstances, for instance, having kids with many different partners; individuals having to explain what a’ child’ is and […]
What Do Financial Advisors Do?
Do you intend to retire someday? Are you planning to get married or go to college? Or considering paying off some debt? All of these are acceptable and attainable financial objectives. Many of us, however, are unsure of what we need to do to make our aspirations a reality. That’s when it’s a good idea […]
Should I Use a Robo Advisor?
Many financial companies offer online financial advisors known as Robo-advisors. In reality, practically every financial institution either has its own Robo-advisor or works with one. Is a Robo-advisor appropriate for you? The answer, like most in the world of financial planning, is – ‘it depends’. Here are some ideas to consider. What Kind of Advice […]