Private Wealth Management.
“Two roads diverged in a wood, and I - I took the one less traveled by, and that has made all the difference.” ~Robert Frost
Why would I need an Estate Plan?
By Marc D. Langva, CFP®, Founder & CEO at WorkOptional
Do you want the black sheep in the family, or the probate court to make important financial decisions when you pass away? Probate fees, legal challenges, frozen assets & unexpected financial liabilities are some of the things you can expect if you don’t have an estate plan. Whether you are working or retired, single or married, wealthy or not, careful estate planning can benefit you and your beneficiaries in more ways than one.
Opinion: Stock investors can no longer ignore the next bear market
By Mark Hulbert, Columnist
Published by MarketWatch: Oct 1, 2018
Opinion: Stock investors can no longer ignore the next bear market
The biggest obstacle to long-term investment success is “the dogma that you must beat the S&P 500 during bull markets.”
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What are the secrets to financial security?
Our book can help you answer just this question. Discover the 13 secret retirement killers today!
Press
Marc D. Langva CFP®, Jason P. Clark MBA, CFP®, and
Ann Treml-Olson CFP® were awarded Five Star Wealth Manager status for best in client satisfaction as seen in Minneapolis/St. Paul and Twin Cities Business Magazines. Click learn more for details about the individual awards and read the full disclosure.
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