It’s the season of reflection. To consider the choices you made in the old year and plan a trajectory for the new one. Make resolutions, set goals, learn from the past to build a better future. Resolve to get out more. To enjoy life. To make a
It sounds a bit dry. Daunting, even. Like something that involves a lot of number crunching and specialized knowledge. But financial planning isn’t what you think it is. When you boil it down, it’s really about nurturing your financial wellness and
The best thing about tax season is the anticipation of receiving a refund — the bigger the better. And this year, more than half of all taxpayers plan to use their refund to improve their finances by paying off debt or building their savings. What
Wealth—you can’t take it with you. But that doesn’t mean you don’t care what happens to it when you’re gone. You spent your lifetime building and protecting your assets and you want to make sure they’re not swallowed by court fees or passed down to
