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Gina B. Jordan, CFP® , CTFA

Recent Posts

Estate Planning Checklist: The 7 Basic Components

There’s a common misconception that if you're young, don't have many assets, or don't have any family members, you don't need an ...
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How to Prepare For Your First Meeting with an Investment Advisor

An investment advisor is a financial advisor who manages your investment portfolio and provides useful guidance for a fee. ...
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Common Misconceptions About Partnering with an Investment Advisor

If you’re ready to begin investing or to explore your options, partnering with an advisor to manage your investments can be ...
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A Breakdown of Key Elements Inside an Estate Plan

Estate planning is something that people know they should do, but most never do it. In fact, nearly 60% of adults lack important ...
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Estate Planning Terms Defined: Will, Trust, Power of Attorney, Letter of Instruction, and More

Estate planning is something each of us needs to do. In the event of illness or death, an estate plan makes it easier for your ...
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The Top Assumptions You Shouldn't Be Making About Your Estate Plan

When it comes to estate planning, there is no shortage of good information available if you know where to look for it. However, ...
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Set Your Wishes for Medical Care: Living Will and Health Care Power of Attorney

Estate planning involves more than simply identifying what will happen to your assets when you die; it also encompasses planning ...
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Is It Better to Have a Will or a Trust?

Planning for the distribution of your assets after death can be a valuable gift to your loved ones and it can give you ...
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