Hoping to organize your finances? Let’s not do this: straighten up all the unopened bank statements and investment account reports on your desk and call that financial organization. That’s just making your mess look neater.
Most people who try to time their investments to the ups and downs of the market rarely make progress. So how do you know it’s the right time for YOU to invest?
A significant part of that parental commitment is how you choose to plan your estate. Don’t assume that simply adding everything up and dividing by two is the right thing to do.