August Is National "Make a Will" Month
This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.
Marigny deMauriac CFP®, ABFP®, AAMS® can be found in the following publications:
8 Step Summer Financial Checkup
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.
Risk Management: Dollar-Cost Averaging
This article explains the benefits and considerations of dollar-cost averaging and the role it plays in investing.
Risk Management: Asset Allocation
Understand the basics of asset allocation, and how your portfolio balances risk and potential returns.
What's In Your Estate Plan?
This article will help you understand the basics of an estate strategy and what needs to be included.
Why Everyone Needs an Inheritance Strategy
Whether that's money, property, or other assets—this article will help you prepare to handle the responsibility of additional wealth.