In a week littered with a lot of loud news none may be bigger for investors in the long term than the move announced by Fidelity yesterday. As the custodian for our JGP clients we applaud their unique approach to client solutions.
No financial plan is complete without an estate plan. Estate planning covers all aspects of your life, from creating your will to planning medical decisions. The following seven tips can help you address your needs when drawing up your estate plan.
In recent years we’ve had several clients design and build customized sprinter vans so they could pursue a first-class version of #VanLife. As these individuals intentionally considered the life they wanted to live #wanderlust was an important part of the plan. We’ve heard some brilliant, beautiful stories from these journeys. Be sure our clients are not “dirtbagging”, but is some portion of their dream at risk? Check out the article from @Outside magazine
If you have the responsibility of simultaneously raising kids and looking after your aging parents, then this article is for you. We know you have an extremely challenging lifestyle that requires a lot of resilience and patience, so this article will provide tips on how to better manage your day-to-day responsibilities.
Living an intentional life is paramount to long term personal fulfillment and it’s why JGP is engaged in Intentional Life Planning with those we serve. Travel is often an important component of one’s life plan and this summer we’ve had clients soaking up experiences all over the globe. Often the planning around where, when, and what is as much fun as the trip itself. Where are you headed next? For me no country offers more - corner to corner - than Italy. As I struggle along learning Italian I am always looking for the next hidden gem. I hope you enjoy this article from Barron’s on Northern Italy.
Whether you need to overhaul your budget, assess your credit standing, or get a better handle on your investments, stick to these 8 daily habits to make it easier to manage your financial life.