«When you do a brain dump, you get a clearer picture of what will hurt your well - being» if you fail to act, added Bradley, a CFP and founder of the Sudden Money Institute, which trains advisors in financial transitions planning. (cnbc.com)
That's why you'll always want to take a moment and be sure the form is correctly filled out before you sign and use our estate planning tips to ensure a smooth financial transition. (tsinetwork.ca)
As a CFP ® professional, Chris works with your own legal and tax advisers to build cost - effective and tax - efficient strategies to help you achieve your long term financial goals with wealth preservation, retirement income planning, and legacy planning.His calming confidence and knowledgeable guidance through complex financial transitions such as retirement and divorce can help you gain a sense of security and reassurance for your financial future. (investopedia.com)