ScottMcclatchey, CFP at WWM Financial

Gifting, taxes, and estate planning - how does it all fit together? Read this to find out.

Many don't think they need an estate plan or put off creating one. During National Estate Planning Awareness week, I suggest taking action.

As part of National Estate Planning week, I'm posting this video in case you don't yet have an estate plan, or need to update it.

Confused about investing in stocks or mutual funds? This video is a nice introduction to both approaches to investing.

Roth or Traditional? IRA that is. Read this, and then decide.

Interested in investing in Real Estate without having to fix a tenant's toilet at 3 am? REITs are Real Estate development and operating companies, traded on stock exchanges but organized in a special form of trust (i.e., Real Estate Investment Trust). Before considering, make sure you know what you're investing in - there are many different types of REITs.

On Friday, Sep 4 at 12-noon PT you have an opportunity to learn a few financial tips and insights from a veteran financial planner. Scroll down for registration link.

Not only is it possible, it just happened...

Almost time....click link below to register and join.

I'm doing a webinar series covering my top 20 financial planning tips. The next session is Friday, Aug 21 at 12:00 PT. Join if you can to learn some consumer finance tips & tricks. Here's the link: https://attendee.gotowebinar.com/regist/6139928424435920399

Hungry for a sandwich? This video won't help with that, but will provide tips for you if you're supporting 2 generations.

Life insurance plays a crucial role in protecting against premature death, but it also provides many advantages in estate planning.

Interested in learning a few tips which should help you better manage your finances? Join us this Friday for actionable tips. Link to join: https://attendee.gotowebinar.com/regist/9208125517349456655