Is financial planning only for the wealthy? Catch Kristin this week as she cracks the truth on this myth! You can view more related content below: https://fsgmichigan.com/blog/secure-act-what-you-need-to-know-now https://fsgmichigan.com/blog/best-college-saving-strategies https://fsgmichigan.com/vlog/educational-moment-do-you-need-a-financial-advocate https://fsgmichigan.com/vlog/retirement-a-balancing-act
Ronnie explains in this week's Educational Moment, 3 of the best practices on transferring real estate to your loved ones.
In this week's True Finance, Ronnie chats about the importance of having your affairs in order and taking care of your loved ones.
This week Ronnie states the importance of having beneficiaries on all your financial related accounts so that your finances are in the right hands when the time comes.
This week Mark illustrates the importance of having your affairs in order. Don't wait for something bad to happen before addressing it. We can help button up these issues beforehand so that you are prepared.
In this week's Educational Moment, Kyle reviews family offices. Family offices include financial planning, estate planning, and accounting/CPA all under one roof. While these offices may be a good solution for some, Kyle shares his reasoning for working with independent individuals and the checks and balances those individuals provide.
Brice shares a story from the past that details the importance of Estate Planning and how it can benefit you or a family member.
This week's episode wraps up the Retiree Series. Kyle and Ronnie spend some time going over all the topics of the series, as well as, how FSG differentiates when helping the retiree. Ronnie's article covers more on the topic: https://fsgmichigan.com/blog/how-is-fsg-different-when-it-comes-to-helping-the-retiree