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Cancer forced my husband, Andrew, and I to take a hard look at our estate and last wishes from a relatively young age. As a financial advisor, Andrew has often seen how certain decisions, or lack thereof, can dramatically affect the comfort of survivors’ lives. In our household, we take zero chances. We assume the worst, so we are pleasantly surprised when things work out.
Mastering the state of your current finances is often the most overwhelming part of the financial planning process. It includes pinning down your monthly budget and comparing it to what is being spent. The deeper you look into your spending, the better you’ll understand what you must do to meet your goals.
Thanks to volunteer hours or financial donations – or both – many of Fiega Consulting’s clients have personal connections to nonprofit organizations. In fact, charitable giving is often a topic of conversation when they speak with clients.
It’s no secret the word “finances” can strike fear in a person, let alone two people who have chosen to spend their lives together. Two people have to understand and share their views about money, then figure out the best way to comingle philosophies, budgeting, and savings.
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Investing with Your Heart
A Bucket Plan to Go with Your Bucket List
Critical Estate Documents