DEATH: LIKE OTHER FINANCIAL EVENTS, YOU NEED A PLAN
Overview According to a June 2016 survey conducted by U.S. Legal Wills, 63 percent of respondents had no will at all, and only half of those over age 65 had a will that was up to date. Wealthier households were no more likely to have a will, and if they did, it was more likely…
DIVERSIFICATIONS DO’S AND DON’TS
Overview Diversification is the tactic of spreading invested money across a range of different holdings in an effort to avoid losses from one poorly performing investment. However, the point is not to invest in a wide range of securities that may not fit your profile just for the sake of dispersing wealth. The point of…