Are You Financially Prepared for the Death of Your Spouse?

Preparing for the death of a spouse is important to making sure either spouse is financially prepared. Here are three areas to incorporate in your planning.

Financial PlanningParkshore Wealth ManagementMarch 26, 2020estate planning, widows, widowers, surviving spouses, Social Security

7 Tips for Financial Planning in Sacramento

Here are seven tips to help boost your financial well-being.

Financial PlanningParkshore Wealth ManagementFebruary 13, 2020Taxes, estate planning, emergency fund, insurance review, retirement planning, savings

What Are the Most Important Estate Planning Documents I Should Have?

Having an estate plan—regardless of your age or assets—is an important way to ensure your family members are taken care of according to your wishes.

VideoParkshore Wealth ManagementAugust 8, 2019estate planning, living will, trust

Put It in a Letter

Express your wishes for how you are remembered by loved ones.

Financial Planning BlogParkshore Wealth ManagementJuly 30, 2019estate planning, living will