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Paul Jarvis

Author's details

Date registered: November 17, 2011
URL: http://areavoices.com/members/pjarvis/

Latest posts

  1. Evaluating Your Trust Issues: The Who, Why & When of Setting up a Trust Fund — June 29, 2015
  2. Preventing a Family Feud: Advice for Navigating Inheritance Disputes — May 28, 2015
  3. Stress Test: Americans, Especially Women and Younger People, Stressed by Finances — April 20, 2015
  4. A Retirement Guide for Her — March 20, 2015
  5. Goodbye Wealth Management, Hello FinLife — March 11, 2015

Most commented posts

  1. Leaping into Financial Confidence — 1 comment
  2. Mother’s Money Lessons — 1 comment

Author's posts listings

Jun 29

Evaluating Your Trust Issues: The Who, Why & When of Setting up a Trust Fund

_ Evaluating Your Trust Issues: The Who, Why & When of Setting up a Trust Fund   By Paul Jarvis, CFP® Areavoices Financial Planning Blog   We often associate trust funds with millionaires or the heiresses of well-known hotel chains. However, a trust is often a valuable part of estate planning, no matter how great …

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May 28

Preventing a Family Feud: Advice for Navigating Inheritance Disputes

Preventing a Family Feud: Advice for Navigating Inheritance Disputes By Paul Jarvis, CFP® Areavoices Financial Planning Blog   Many emotions surround the death of a loved one – sadness, regret, loneliness, stress. Inheritance disputes only increase the stress of losing a loved one, creating tensions and rifts between families and often resulting in costly and …

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Apr 20

Stress Test: Americans, Especially Women and Younger People, Stressed by Finances

 . Stress Test: Americans, Especially Women and Younger People, Stressed by Finances CFP Board Survey finds financial planning most helpful in reducing stress By Paul Jarvis, CFP® Areavoices Financial Planning Blog   Americans, particularly women and younger people, overwhelmingly experience tress when it comes to thinking about and managing their finances, according to a survey …

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Mar 20

A Retirement Guide for Her

A Retirement Guide for Her By Paul Jarvis, CFP® Areavoices Financial Planning Blog     As we commemorate the countless women who beat the odds, shattered glass ceilings, and shaped history and society during Women’s History Month, the fact remains that many women still face an uphill battle, including in preparing for a financially secure …

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Mar 11

Goodbye Wealth Management, Hello FinLife

Goodbye Wealth Management, Hello FinLife By Joe Duran   Remember when the financial world was really simple? It wasn’t that long ago that there were brokerage firms, banks, insurance companies and independent financial planners with clearly defined roles and descriptions. How the world has changed. Last year when I received our valuation from Lazard, I …

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