What is the difference between advice and education? It might not seem like a big deal, but each term has real implications that you should understand.
Once you've created important documents like your will and power of attorney, it's a good idea to create a "road map" so your heirs and family can find them.
People sometimes keep assets, even life insurance policies, hidden from their families, with no record of account and policy numbers. Here's why NOT to do that.