Showing results by author "Maria L Ellis" in All Categories
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Your Financial Legacy
- Written by: Maria L Ellis
- Original Recording
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Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a company's financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is the process of estate planning to select who will receive your assets when you pass on. One goal of ...
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