The Checklist Every Executor Needs

Being the executor of an estate can be a monumental task. Having an executor checklist to guide you can help streamline the process of handling the complexities of estate management. 1. Figure out if you need probate. Generally, the size of the estate determines the need for probate. The size of the estate is judged … Read More

How Entrepreneurs and Business Professionals Should Manage Wealth

Despite misconceptions, wealth management is key for business professionals of any income bracket. Planning for the future now is always the best bet when banking on financial security, and business owners and entrepreneurs have special considerations when it comes to wealth management. We will break down the circumstances unique to wealth management for this group. … Read More

Guide to Wealth Management for Business Owners and Executives

If beauty is in the eye of the beholder, so is the definition of wealth management. Wealth management is determined by the client. Here we present our Starter’s Guide to Wealth Management for Business Owners and Executives. What is Wealth Management? If you ask anyone in the financial services industry what wealth management is, you … Read More

Inheritance Financial Planning | 5 Secrets to Managing Your Trust

In the fog of grief, it can be difficult to consider the trickier aspects of handling money given by a loved one. We’ve compiled a list of five aspects of inheritance that may need a little illuminating during this sensitive time. Lump Sums vs. Installments with Inheritance Some inheritances are paid all at once, while … Read More

Investment Planning McLean | How To Build an Investment Plan

How To Build an Investment Plan Creating a good investment plan requires that you know why you are investing. Understanding your purpose will help you narrow down the choices for which path will most likely help you reach your goal. The Blisk Financial Group offers investment planning McLean and in Charleston, SC. Here are five … Read More

Wealth Management–Do I Need It?

Wealth management, what is that? It is a service offered by a professional that includes a wide range of financial services and products for one set fee.