Most investors think they have “safety of principal” in their portfolios… but do they really? Doug Goldstein, CFP®, explains what “safety of principal” means and how to get it. Certificates of Deposits or “CDs” are a great option for the conservative investor. Doug advises about the different types of CDs and who should invest in this “safe” approach.
Keep your loved one’s estate out of probate.
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Estate planner and author Ronald Farrington Sharp explains the difference between a will and a trust. Ronald’s book Living Trust for Everyone offers practical advice for those trying to avoid unnecessary estate costs. Doug and Ronald discuss the difference between a “will” and a “trust” and what the ideal situation is for each of these arrangements
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