Every year Financial Literacy Month is celebrated in April. The Financial Literacy Month is not only a celebration but is a challenge. The goal is to raise public awareness of the importance of both financial literacy and maintaining smart money management habits. Therefore, this month will be filled with events, posts, articles, and financial tips […]
Estate and gift planning, an often undervalued aspect of financial management, plays a crucial role in protecting the interests and welfare of one’s dependents after death. These plans typically encompass directives regarding the allocation and handling of assets, directives for minor children if applicable, and instructions related to retirement accounts. Many people consider estate and […]
October is now celebrated across the country as Estate and Gift Planning Awareness Month Campaign. This means clients of the legal and financial community may be reading articles and hearing about estate and gift planning more this month than usual, which makes the next few weeks an especially good time to prompt your clients to […]
A giving life is a great life. The act of giving is a great way to touch and impact thousands of people, millions of people, and even billions of people.
Planning how to handle money is not only for those who have lots of money. In fact, the less money you have, the more important it is to plan. You want to get the most from the money that you have. The best way to plan is to set goals; In setting goals, consider the […]
Happy International Literacy Day! International Literacy Day takes place on September 8 every year to raise awareness and concern for literacy problems that exist within our own local communities as well as globally. International Literacy Day was founded by proclamation of The United Nations Educational, Scientific and Cultural Organization, or UNESCO, in 1966 “to remind […]
Habits are the small decisions you make and actions you perform every day. According to Duke University Researchers, habits account for 80% of our behaviours on any given day. This is to say; “your life today is essentially the sum total of your habits.” “How in shape or out of shape you are; a result of your […]
Your money must work hard for you as hard as you work
The vast majority of our adult population does NOT have nor realize the importance of not having a current or up-to-date estate and gift plan to protect themselves, their family and their assets; that can include most of your family, friends, and colleagues. Estate and gift planning is a financial process that can protect you […]
So, things are going great in your romantic life. Your partner is awesome. Sunshine and rainbows are everywhere. Here, finally, is the one you cannot live without, who also cannot live without you. Who wants to talk about finances, at a time like this? Love conquers all, right? All you need is love. The Beatles […]
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