Protecting Wealth Archives

Finance, Fitness and your Future: Go To Grandma with Kathy Buckworth

Host Kathy Buckworth and expert guests offer planning tips on establishing a physically and financially fit future.

Here are nine important aspects to consider in organizing your financial picture.

Creating a Will at any age can help prevent unnecessary stress on your loved ones.

Being an executor is always a huge responsibility. Here’s the Wealthy Barber on the benefits of turning to the professionals.

Incapacity is not age related. It can happen at any time. That’s why you need a power of attorney.

David Chilton, author of best-selling personal finance guides The Wealthy Barber, explains what trusts are and why he thinks they are underutilized.

Estate planning is more than just a will. A thoughtful estate plan helps simplify wealth transfer and secure your family’s financial future.

“I don’t want to be an executor. Too much work. Too much stress. Too much potential liability.”

They are a tool—a quite flexible tool—that can help you to help the people you love.

Getting professional help is about peace of mind and family harmony. That’s the part that’s way too frequently forgotten or underestimated.