Our immigrant family always talks about what job you should have, who you should marry, and even how many kids you should have, but they seem to leave out the money management part. Read More
We’re not telling you to make a resolution. We’re here to increase your odds of succeeding and improving your financial resilience with a plan. Here are the 6 simple steps to increase your financial security and resiliency in the New Year. Read More
Legacy planning is a financial strategy that prepares people to pass their assets to a loved one. If you can leave behind an inheritance to your descendants, that constitutes generational wealth. Your strategy for creating generational wealth? Totally derived from your ability to implement a strategy where your loved ones lose as little as possible in the transfer of wealth. Even if you’re on the path to building wealth - paying down debt, buying your first home, joining the company’s retirement plan - there are some basics for you to consider for the long term. It’s why we built an interactive checklist in the nav.it money app. So let’s review the basics of the legacy health checklist and talk why it matters. Read More