Brief understanding of AI?
As you read financial headlines, or, if you’re really interested and read a lot of earnings reports, you will see the term AI used a lot. Why? And why is it such a game-changer?
Are Your Finances A Family Secret?
For a lot of us, many of our financial choices are based on the relationships we have with our families. I’m betting most of your finances are intertwined with your family.
Do you have any Financial Regrets?
As financial planning
is all about minimizing stress in your present and maximizing
confidence in your future, here are five common financial regrets to be aware of so you be sure to avoid them in the future. If you need help with any of these, remember that we are here!
The dust has settled, the votes have been counted
The dust has settled, the votes have been counted, and Donald Trump has once again been elected president of the United States. The dust has settled, the votes have been counted, and Donald Trump is once again president-elect of the United States. The question...
Safeguarding Donations
Throughout the year, we all want to make a difference in the world. We are all looking for opportunities to donate to a great cause.