Money Matters
Legal Matters: Bradford & Holliman, Estate Planning
Family Drama & Estate Planning Families have drama. It is probably safe to say that all families have some sort of drama even if they appear perfect to everyone else. With drama comes chaos, misunderstandings, arguments and even permanent damage to the integrity of the family. Drama may come in many forms. Blended families are …
Building on Your Foundation with Vision Financial Group
Building on Your Foundation Setting Investment Goals. Before you invest your money, spend some time considering and setting your personal goals. For example, do you want to retire early? Do you need to pay for a child’s college education? Would you like to buy or build a new house? In addition to these, there are …
Legal Matters with Bradford & Holliman, Estate Planning
Developing a Comprehensive Plan for your Estate Goals? There are many layers to creating a proper estate plan. A good plan covers much more than simply having a Last Will and Testament. A comprehensive plan will address many areas such as: What are the senior’s goals? What are the family dynamics? How can conflicts be …
Legal Matters
Game Changers in Estate Planning Planning a family get together for the upcoming Super Bowl? Consider adding to the football fun some quality time for family reflection. Use the time to clarify parents’ wishes regarding medical decisions and financial issues. Of course, some families have dynamics that may be too volatile to allow for logical …
Money Matters
Volatility Is Not Risk, the Two Should Not Be Confused What is risk? To the conservative investor, risk is a negative to the opportunistic investor, risk is a factor to tolerate and accept. Whatever the perception of risk, it should not be confused with volatility. That confusion occurs much too frequently. Volatility can be considered …
