2021 July Update
The summer months are flying by. We want you to be the captain of your own destiny through using your values in your retirement strategy.
Retirement Strategies for Your Unique Values
Your retirement strategy should be so uniquely catered to you and your values, in order for it to be fully supportive of you living your life, well spent.
Much More than Tax Minimization: A Discussion on Trusts with Kathy Bright and Julia Chung
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
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
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.
2021 May Update
With May comes that in-between feeling. In our May update we’re embracing that feeling and bringing you a federal budget review, and tackling planning for education using your values.