How to Prepare for Estate Planning With Confidence
Estate Planning Estate planning may not be a fun topic, but it’s important, and everyone should know the basics of an estate plan. In this chapter, Rob discusses revocable and irrevocable trusts, the purpose of a will, and the role a financial planner plays in the estate planning process. Snowbirds Many New Englanders move south […]
The Importance of Good Credit
Once a year, Rob likes to revisit the credit conversation to reinforce best practices for improving and maintaining your good credit score. He shares what aspects of your life are affected by your credit score, what a good credit score actually is, tips and technology that can help improve your score, plus a great viewer […]