It’s the end of the year and with this season comes a time of reflection and introspection. This year we wanted to focus on values and on people. Read more to learn how we did just that.
This month we want to face a scary topic with you: Estate Planning. The way your estate is planned often ends up being the last thing people remember about you. How do you want to be remembered?
This month we’re encouraging you to consider your communities, however they show up in your life, and the impact they have on your finances.
This month we’re encouraging you to define your own success, celebrate your big (and small) milestones, and keep building a meaningful life.
Kathy and Julia have a discussion about trusts and the importance of asking why and how to make the best use of them.