by Mercator Financial | May 2, 2023 | Blog, Charitable Gifting, estate planning, Family, Investment
How to Make the Best of Inheritance Planning Inheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought...
by Mercator Financial | Mar 6, 2023 | Blog, estate planning, Family, retirees
What happens when the children grow up and are no longer dependent on their parents? Estate planning for mature families and retirees can bring up a number of issues, including family dynamics and harmony. One of the most difficult conversations is around the fair or...
by Mercator Financial | Oct 31, 2022 | Blog, estate planning, Family, Financial Planning, Individuals, retirees
A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them.Why do you need a Financial Plan? Worry less about money and gain control. Organize your finances....
