The Greenard Index

Responsibilities range from securing the home the deceased lived in, making financial decisions, filing income tax returns, satisfying creditors, to making funeral arrangements.

Opening the communication channels is key when helping couples in blended family situations.

Although trading platforms have become easier, and news has become more plentiful, the management of money has never been more challenging.

Second Opinion Series, Part 3 of 3: Tips on getting another view on your investments

Second Opinion Series, Part 2 of 3: Tips on getting a second opinion on your investments

Part 1 of 3 of the Second Opinion Series

Tips for consolidating your investment accounts

When we first meet with potential clients, we will typically have four meetings in the first month. These meetings are done to gather information, share information, open accounts, and complete any required forms.

Brokerage firms, banks, and insurance companies often create their own in-house product, referred to as proprietary products. They are proprietary because they can only be sold by the firm that created it.

One of the lessons that everyone should learn is the concept of building up net equity. Some people refer to this as a net worth statement which lists the assets you own and your liabilities (if any).