Common Estate Plan Mistakes – The 7 Step Guide to Reviewing Your Estate Plan
An estate plan is one of the most important pieces of your financial life. Are you sure yours is how it should be? Does it have the right people in the right roles? Are your assets properly titled? Does it have common estate plan mistakes? Do you even know what it says? Despite it being one […]
How to Simplify Your Finances and Why It Can Be Life Changing for Loved Ones
We all eventually die. Sometimes, you know when it is coming. Other times, it is a surprise. The grief and transition is never easy. Emotions come in waves. Nobody told you the endless paperwork you would have to do. Just when you think it’s done, something else pops up. We plan for many things in […]
The Ultimate Guide of What to Say to a Widow – 15 Phrases You Can Learn
What do you say to a widow? Have you ever had the awkward interaction of saying “I’m sorry” in response to learning that a widow just lost their spouse? How do they usually respond? Usually, it’s a “thank you”, “me too”, or something else short and sweet to wrap up the conversation. “I’m sorry” is […]
2021 Year-End Tax Planning Checklist – 7 Important Steps to Follow
It’s hard to believe 2021 is coming to a close. With the end of year quickly approaching, it is your last chance to do end of year tax planning. I recommend doing tax planning earlier in the year as much as possible, but I recognize there might be a few things that require you to […]
3 Ideas to Practice Gratitude During Tough Times + What I’m Thankful for in 2021
It’s that time of year where many people reflect on what they are thankful for. For those who are experiencing a loss or a challenging situation, it can be an exhausting process trying to feel thankful for something. You don’t need my permission, but I don’t think it’s said enough – it’s okay if you […]