The financial roadmap to help your family: the personal document locator

In this episode, we discuss the importance of having a way for your loved ones to take care of your financial affairs in the case of disability or death. Preparing a document that describes where things are located and important information will make it much easier for your loved ones to access what they need to handle your affairs.

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Personal Assets

What are personal assets? How important are they to your finances? We discuss personal assets, provide examples and their importance in your financial life. We also distinguish between personal assets and income.

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Women – Overcoming Obstacles to Financial Security

In this episode we share ways that women and men are different financially and how those difference can be a greater challenge for women to achieve financial security. We discuss steps women can take to address this challenge and move to financial security.

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