Digital Assets – Part II – Reasons to Plan
To continue the Digital Assets review, here are some common reasons to include them in your estate plan: 1 – Make things easier. Giving […]
Digital Assets in Your Estate Plan
What are Digital Assets? This is a question a client recently asked as she was completing her Planning Kit and emailed: “I suppose if […]
Living in Retirement
A mind shift needs to occur once you retire. There is a balance to tightly controlling your assets and having a spending spree. I […]
Automate your Savings! Part II – Small Businesses
Since there are so many small businesses out there, I often ask businesses how many months of expenses are in their business savings account. […]
Automate your savings!
The government realized this long ago when the IRS began withholding taxes from paychecks. It is considered a “pay as you go” system. Why […]