Estate Planning for Executives: Learn from Zappos Tragedy
As an executive, it's important to ensure that the complexities of your finances are organized so that your legacy and estate are well taken care of in the long run.
2020 Is (Finally) Coming to a Close. Here Are 7 Financial Moves to Make 2021 Less Stressful
2020 has been a difficult year to say the least, but 2021 is rapidly approaching. Utilize these 7 financial moves to make the coming year less stressful.
Thanksgiving Message
In these trying times, it's therapeutic to find things for which we are grateful. Please have a peaceful and safe holiday. -Josh
“I FLY JETS. WHY DO I NEED A FINANCIAL PLANNER?!”
The Housing Market Could Be Heading For a Decline in 2021. Is Now the Time to Buy, or Should You Keep Renting?
The pandemic housing market, although unpredictable, has boasted attractively low mortgage rates. Now, experts predict prices will fall in 2021. Is now the right time for you to buy? Consider these important questions before deciding.
The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here's What You Need to Know
The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.
