If I was forced to provide you a one sheeter with the most important things you needed to know to manage your finances, I think this would be it. Follow these 20 steps, broken up into 6 distinct phases, and you'll be OK. … [Read more...] about The Blueprint – Overview
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Step 20: Review and adjust all steps regularly (for the rest of your life)
These steps are meant to be taken as a cyclical process, to be continuously evaluated, refined, adjusted and repeated. The previous 19 steps i've outlined are not meant to be done just once. This 20 step process is not a 'set it and forget it' procedure. It's designed as an iterative3 process. It's designed to be done, multiple time, over multiple years, as you move through … [Read more...] about Step 20: Review and adjust all steps regularly (for the rest of your life)
Step 19: Create key Estate Planning documents
Given all the hard work we put into building our wealth, you really need to ensure your wealth is transferred to those you wish, in the manner you wish, with as little cost as possible. Use these documents. You may begin with standard templates from books, websites or other sources. But use a lawyer to finalize these important documents. … [Read more...] about Step 19: Create key Estate Planning documents
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