People who use the principles of the Law of Attraction have an advantage when becoming debt free, because they begin with the idea of managing their thoughts, emotions and energy. A huge part of becoming debt free is mindset, and when used correctly, the Law of Attraction can support a debt-free life. The Difference Between…
We don’t prepare taxes for our clients, but we tend to be the people who help them avoid tax “surprises.” No one wants unpleasant news, so it’s helpful to deconstruct a client’s taxes so we can understand strategic decisions. But there might not be as many ways to save on taxes as people hope… I…
My sister Dru recently retired from her family law practice after 40 years. I asked her what her most consistently frustrating estate planning experience was, and she quickly answered: “When bank tellers recommend to seniors that they should add children to their bank accounts.” She believes the tellers are well-intentioned. It is most likely the…
I do not prepare tax returns, but as a financial planner, I understand taxes and can help my clients with their tax strategy. And it’s that time of year when many of you are about to freak out about your tax return. Now is when all of those TV ads pop up, warning you that…
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