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Author: Brittany Paris
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Consider these 6 documents for your estate plan
As soon as you own more than a bicycle and a stamp collection, having a will is a good idea. Once you have dependents, a will is a necessity. But estate planning doesn’t need to be complicated. Knowing what to expect will put you in a stronger position and make the...
Fill out this sample personal financial statement
The personal financial statement is one of the most versatile financial tools at your disposal. In planning personal finance, you can use it to define and track financial goals, an essential early process in creating an individual financial plan. Here’s what a...
Avoid these 5 financial planning mistakes
Individual financial planning without common sense is like driving a car without a steering wheel: You aren’t going to get very far without driving off the road. When it comes to planning personal finance, you have to think very clearly about your money because it’s...