Financial Planning to Build Your Dream Life
When pay day rolls around, we are so excited to see that direct deposit magically appear in our bank account. And the first thing we usually do when we see those dollars? Pay the bills. We run the pay everyone else before we stop and pay ourselves. Right now, you’re probably thinking, I’m not my own employee, why would
The Great Wealth Transfer has become a buzz worthy phrase lately. So, what is it and why should you even care? Have you ever heard of the Silent Generation? Broken down, they are the parents of the Baby Boomers who are sadly, passing away. With that, they are then passing down their wealth to their children and grandchildren. Which answers
In 2024 one of my missions is to redefine the way we look at estate planning. You most likely read the words estate planning and immediately thought of it as that line item on your never ending to-do list. And here’s why I see most people avoid checking this one off. It’s a hard conversation to have. Nobody wants