…..then fix it. The heart of MERIT Planning (Blending your Mortgage Planning, Estate Planning, Retirement Planning, Investment Planning and Tax Planning) is really the following:
Every part of your financial plan is perfect and working in perfect harmony with all the other parts….or
They are not.
If not then at some point you will suffer in some way [...]
Continue reading about Is Every Part of Your Financial Plan Perfect? If not….
Everyone (including Financial Advisors) needs to decide “where do I start” when trying to optimize our financial plans and strategies. I think it’s possible that we have been starting in the wrong place. Let me tell you what I mean.
The three types of assets each of us has in our lives are:
Lifestyle Assets: The money [...]
Continue reading about Maybe We Should Start Somewhere Else to Grow Your Assets Safely
