Tag Archives: estate planning

Is a Home an Investment?

image of a house

From one perspective, the answer is yes; from another, no.

Provided by Reeve Conover – Conover Consulting

When you buy a home, are you investing? If you buy it to flip it or buy it as a rental property, the answer is yes. If you buy a home simply to live in it, the answer may be no.

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Financial Priorities Young Families Should Address

piggy bank with graduation cap and money sticking out

Wise money moves for parents under 40.

Provided by Reeve Conover – Conover Consulting

As you start a family, you start to think about certain financial matters. Before you became a mom or dad, you may not have thought about them much, but so much changes when you have kids.

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Key Estate Planning Mistakes to Avoid

reading glasses on estate planning worksheet

Too many people make these common errors.

Provided by Reeve Conover – Conover Consulting

Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error, several other major mistakes can occur. The following blunders can lead to major problems.

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Updating Your Estate Plan

image of last will and testament

When should you review it? What should you review?    

An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your assets after your death. The third goal is to state who will make medical and financial decisions on your behalf if you cannot.

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Reeve Conover is a Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/dealer member FINRA/SPIC. Cambridge and Conover Consulting are not affiliated. Licensed in SC, NC, NY, CT, NJ, and CA.
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