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Much More than Tax Minimization: A Discussion on Trusts with Kathy Bright and Julia Chung

Much More than Tax Minimization: A Discussion on Trusts with Kathy Bright and Julia Chung

by Spring Plans | Jun 29, 2021 | Personal Finance, Personal Financial Planning, Retirement Planning

Kathy and Julia have a discussion about trusts and the importance of asking why and how to make the best use of them.

2021 June Update

2021 June Update

by Sandi Martin | Jun 25, 2021 | Monthly Spring Update, Personal Finance, Wealth Management

We’re halfway through the year! This June we’re excited to announce that Julia has been recognized as a YWCA Woman of Distinction. We also remind you of our article on freedom, and what that means to you.

What Does Freedom Mean to You

What Does Freedom Mean to You

by Julia Chung | Jun 15, 2021 | Big Picture, Front Page, Goal Planning, Personal Finance, Planning in Action, Retirement Planning

Freedom can be thought of as many things, but today we’re going over freedom as one of your values. We’re showing you how to define freedom for you, and how to live with this value in mind.

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