Estate Planning - Articles - Financial Planning - Archdiocese of Cincinnati EAP

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8 articles found

Get the Most Out of Savings: Smart Savings Tips for 2022

This article will look at three steps that will help you save more in 2022.

Saving and Investing: Financial Professionals

Investment professionals offer a variety of services at a variety of prices. It pays to comparison shop.

Saving and Investing: Making Money Grow

There are basically two ways to make money.

Saving and Investing: Monitoring Your Investments

By investing, your money has become your employee, and that makes you the boss. You'll want to keep a close watch on how your employee (your money) is doing.

Saving and Investing: Risk Tolerance

It's important that you go into any investment in stocks, bonds, or mutual funds with a full understanding that you could lose some or all of your money in any one investment.

Ten Reasons to Have a Will

A will, officially called a last will and testament, is a legal document that describes how you'd like what you own to be distributed after you die.

Wills and Trusts

People at all economic levels benefit from an estate plan.

Write a Digital Asset Plan

A digital asset plan explains how you would like your digital music and photos, reward points; social media and email accounts handled after your death.