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 […]
Happy July 4th!
As we celebrate Independence Day – we hope you become financially independent as well! Thanks to all our wonderful clients – here’s to your […]