Money Talk Singapore - Tidy Up Your Documents Before You Do Legacy Planning

Tidy Up Your Documents Before You Do Legacy Planning

05/12/20 • 3 min

Jasper talks about the importance of tidying up your financial portfolio. About a year ago, a widowed mother discovered she has some policies left unclaimed. Before you chuck all your financial documents into "that drawer"... learn how to tidy it up in a quick and simple manner

Previous Episode

How To Engage A Financial Adviser?

Probably everyone can call themselves a financial adviser and it’s quite confusing for you in terms of what is a financial adviser and what they can do for you

In this episode, I talk about the different financial adviser platforms and how you can engage a financial adviser

Link to article: https://dollarsandsense.sg/independent-financial-adviser-vs-financial-adviser-vs-tied-agent-different/

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DISCLAIMER:
The postings on this site are my own and do not necessarily represent any views or opinions of any companies or institutions. All information is purely for educational purposes only and shouldn't be taken as financial advice. Although Jasper Ho is an Independent Financial Adviser Representative, nothing on this website shall be deemed as providing financial advice within the meaning of the Financial Advisers Act.

Next Episode

Is This The Worst Time To Be Invested?

So there have been mixed opinions on whether or not now is the time to be invested in the financial markets. An article I saw earlier, it suggests that the stock market is overvalued and this isn't the best time to be invested. But over the past 2-3 months, I see many people rushing to invest! In this video, I talk about what investors should focus on.