Caro

Your personal net worth and estate planning evangelist.

Remote • 27 posts

How To Keep Track of Your Net Worth in Real Time

Net worth is the simple value of your assets minus the liabilities you owe. It is one of the important ways to gauge your financial health, providing a valuable snapshot of your current financial position.

Financial Planning

Plan Your Retirement: 401k Plan

The 401k is a retirement saving and investment plan available in America, and most employers offer it.

Cova

Cova Free Vs. Cova Premium

Cova introduces a new pricing model; a free-for-life and a premium plan priced at $10/month or $100/year.

What is a Revocable Trust?

Trusts are separate legal entities set up by people to manage their assets. Trusts are set up during the owner's lifetime to ensure that assets are used or shared in ways the owners deem fit.

Estate Planning

How to add Crypto to my Estate Plan or Will

It is important to ensure your loved ones know that you have a cryptocurrency and that they are equipped with all the information needed to access it after you pass away or in the event of an eventuality.

Resources

Cova's Ultimate Guide to Safekeeping Crypto Assets [FREE DOWNLOAD]

How do your crypto-assets safe? How do you include your crypto assets in your estate and inheritance plan to ensure that they are safe and discovered by the people who matter most to you?

Cryptocurrency

Crypto Inheritance: How to ensure your beneficiaries can access your coins and assets

Crypto estate planning means putting processes in place to ensure your dependents and loved ones have access to your digital assets in the event of death and any other eventuality where you are incapable of telling them how to access the assets.

Net Worth Tracking

Five reasons you should keep your eyes on your net worth

Your net worth is the single most important financial metric you should track. While your earnings, investments, and other metrics are great, your net worth gives a better and more precise picture of your financial health.

Understanding Investable Assets & Non-investable Assets

Imagine having an emergency like losing your job and needing cash. Your investable assets can be easily converted to cash to meet these needs. In addition, your investable assets can be quickly reinvested in other assets without having to wait or months to find a willing buyer.

Cryptocurrency

How to Organize and Track DeFi Portfolio

DeFi aims to eliminate the need for intermediaries in financial transactions using technology. Among the components of DeFi are stable coins and use cases, as well as a software stack that enables application development. DeFi's infrastructure and use cases are still being developed.