Collaborating with your attorney and tax professional

Collaborating with your attorney and tax professional

Collaborating with your attorney and tax professional It is usually a good idea to combine different perspectives when you are trying to come up with a  solution for most problems in life. When it comes to your personal finance this can be  particularly important....
Planning For and Supporting Your Legacy

Planning For and Supporting Your Legacy

The start of a new year always brings a refreshed opportunity to evaluate your goals and take stock of your financial health. If you haven’t already, check out my January newsletter where I share a few easy ideas for your consideration on how to refresh your...