You might recall that we wrote an article in October last year about our Willing Wisdom campaign to make sure your family knows what you want to happen when you pass away. At Foresight, we are one of a handful of advisers who have acquired the Willing Wisdom Index to help clients plan. The index…
Letting your family know what you want to happen when you pass away is the final gift you can give them. If you are not clear about how you want your money to be split, especially if you have more complex wishes such as uneven distributions, or have stepchildren, then how do you expect your…
Finances play a critical role in life throughout. Many decisions are dictated by the state of our finances, so having good financial planning is one of the most effective tools in achieving the life that you truly want. As we go through life our lifestyles and priorities shift and so do our financial planning requirements. …
