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Category: Estate

Mid-Year Investment Check-Up

Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. So whether the markets are up or down, periodically reviewing your portfolio with your financial professional can be an excellent way to keep your investments on track, and midway through the year is a good time for a checkup. Here are three questions to consider. How have my investments performed…
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Digital Investing and Planning with a Human Touch

WealthBuilder Investing is a digital investing and planning solution based on your unique financial needs. Visit our website today and see how WealthBuilder can work for you!

MRA Sits Down with Cole Ferry

MRA Advisory Group sat down with Cole Ferry. Here is what we learned: Cole Ferry is a personal property appraiser who assists clients with written certified reports for insurance, donation, and estate purposes. He is an Accredited Member of the Appraisers Association of America and was recognized with the organization’s “Service to Education Award” in November 2018. He is a graduate of Rutgers College and New York University and was a contributor to Appraising Art:…
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FREE Financial Planning Tool

Try our free Financial Planning tool. View your financial life. Anytime. Anywhere. Visit Wealthbuilderinvesting.com today.

Famous People Who Failed to Plan Properly

It’s almost impossible to overstate the importance of taking the time to plan your estate. Nevertheless, it’s surprising how many American adults haven’t done so. You might think that those who are rich and famous would be way ahead of the curve when it comes to planning their estates properly, considering the resources and lawyers presumably available to them. Yet there are plenty of celebrities and people of note who died with inadequate (or nonexistent)…
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