Regardless of the size of your portfolio, you can learn a significant amount by studying the investment strategies of those with millions in their bank accounts. Many wealthy people weren’t born rich. Some earned their fortunes working more hours than seemingly imaginable like entrepreneur Elon Musk who has openly discussed working anywhere from 80-120 hours […]
With the rise of medical technology, it shouldn’t surprise you that people are living longer and need to plan on having more money stashed away to cover their retirement. To properly ensure that you are prepared for future retirement expenses, it’s important to take into account what your goals for retirement are. It may surprise […]
When it comes to choosing a financial advisor, it can feel like a daunting task. You’ve worked for years to build wealth and you are now looking for someone that understands your long-term financial goals and will support you for the foreseeable future. You are looking for someone that you can trust to make financial […]
Santa Barbara State Street Flags If you happen to be walking, driving or biking down State Street and look up, you may have noticed colorful additions to the street’s decor. Each month, the Santa Barbara Downtown Organization, (www.downtownsb.org) displays different flags on the light posts up and down the downtown portion of State Street. The […]
How To Avoid Probate If you have ever had someone close to you in your family die as an adult, then you probably have heard about or perhaps even experienced the process of probate. Probate is a court process where your will and other documents are examined to determine who is to inherit your property. […]
The Nitty Gritty of Estate Planning If you know anything about estate planning, or if you have looked into creating your own estate plan, then you know that there is a lot to it. Estate planning can have a lot of details and a lot of parts that you may have been previously unfamiliar with. […]
Two Ways To Avoid Probate Probate is a court process where a judge decides who the deceased person’s property will be distributed to. Of course if there are legal documents, such as a will, the court has to consider those documents, your wishes and the laws surrounding them. Probate can turn out to be a […]
Charitable Remainder Trust A charitable remainder trust is definitely part of the advanced techniques of estate planning. Some people have never even heard of estate planning, let alone something as complex as a charitable remainder trust. If you don’t know, now is a good time to tell you that the whole point of estate planning […]
Where To Invest – Residential Or Commercial Properties? Ian Filippini Santa Barbara Ian Filippini website knows the idea of buying commercial property itself is really exciting! Commercial properties like offices, buildings, and industrial spaces offer great value for money, and might even turn out to be comparatively more profitable than residential properties. However, investing is all […]
Why Do You Need An Estate Plan? The Top 5 Reasons Ian Filippini Santa Barbara The Ian Filippini blog explains There are a number of reasons why people prefer to create an estate plan in their early years, the answer lies in future planning. Safeguarding your property assets should always be your first priority and […]