Improve Your Financial Fitness and Grow Your Business With Confidence
Embarking on the entrepreneurial journey is akin to setting out on an uncharted adventure. It’s filled with unknowns, challenges, and the occasional surprise twist. While physical fitness often gets the spotlight with its glossy gym selfies and trendy workout regimes, there’s a quieter, more calculated player in the game of success: financial fitness. We aren’t […]
April Fools! How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess
If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will, or know you should get one. And maybe you’ve heard of a Trust and wondered what it is […]
Parents, Step-Parents and Children Oh My! Blended Families + Death = A Potential Nightmare
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when a “family” was defined as a mother, father and two children (or was it 2.5 children? Where does the .5 come from anyway?). In this article, we’ll focus on […]
Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End
After the excitement of Valentine’s Day fades away and the last indulgence of chocolate is savored, it’s crucial to turn our attention to a topic that may not be as thrilling as the idea of everlasting love: the reality that all relationships come to an end one day. Before you stop reading, hear me out. […]
3 Estate Planning Documents Your Parents Need Right Now
Today, we’re diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. Whether they raised you the way you want, or showed you how you want to do it differently, as your parents’ age, […]
14 Ways to Show Your Finances Some Love This Year – Part 2
Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year: If you missed it, check out Part 1. This week, we’re continuing the financial love with 7 more tips you can use to benefit your family this month and the year ahead. […]
14 Ways to Show Your Finances Some Love This Year – Part 1
Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic whirlwind, there’s a different kind of love that deserves our attention: the love we show ourselves and our family through thoughtful financial planning. Now I know what you’re thinking – that doesn’t […]
Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This
As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet, amidst the hustle and bustle of daily life, it’s easy to overlook a crucial aspect of their future: what happens to them if we’re no […]
This New Law Makes It Easier to Save for Retirement and Pay Off School Loans At The Same Time
Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You’re faced with a critical decision: should you prioritize paying down those loans, or should you focus on the future, contributing to your workplace retirement plan? It’s a tough call, especially when choosing loan payments means missing […]
Want to Show Your Partner How Much You Love Them? Put Them In Your Will
Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our love to the people who mean the most to us. Often when we think of showing our love, we think of bouquets of flowers, surprise gifts, and meaningful notes. But an often […]