Building a Financial Planning Tower may seem like a lot of work. Any time you are building something, you want it to be strong so it will last. The top layers need to stand on a sturdy foundation so it won’t topple or break. This is equally true for financial planning. Let’s explore how to build a financial planning tower … Read More
You May Have a Will, But Do You Have a Digital Executor
Having a digital executor to manager all your online accounts when you pass can make life simpler for your family. Let’s find out how. Mary, a mother of four and grandmother of nine, passed away. She thought she had all her estate planning in order. She had created her health care and power of attorney documentation, so her family was … Read More