Sep
24
Estate Planning Protects the People You Love
There is a common misconception that estate planning is only for the very wealthy or much older generations. Perhaps the traditional diction used, “estate planning” is the culprit for much of these misconceptions, because most of us may not think of ourselves as having an “estate”. The truth is that anyone can have an estate […]
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20
One Illness Away From Disaster
By Allison Reed It can be exciting to run a solo financial planning practice, but there are some significant downsides to going it alone. What would happen to your practice if you passed away or became disabled? How would your family be affected? And what about your clients? I don’t want to be overly dramatic, […]
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