Business · April 29, 2024

Using credit cards to fund your business can be a viable option, but it requires careful consideration and strategic management. In this article, we delve into the essentials of using both business and personal credit cards for business financing. Business credit cards offer benefits like higher limits and rewards, and they can help build your business credit without impacting your personal credit score. However, they also come with risks such as higher interest rates and the potential for perso

Estate Planning · August 07, 2023

Life’s twists and turns impact your estate plan in ways you might not anticipate. Whether it’s health scares, relocation, marriage, divorce, or evolving tax laws, your estate plan should keep pace with your life's journey. Dive into the next five life events that warrant a second look at your estate strategy. Ensure your intentions are safeguarded and your loved ones protected. Join us for guidance on updating your plan effectively!

Estate Planning · July 24, 2023

Life is dynamic, and so should be your estate plan. From changes in assets to the birth of a child or a business venture, events can alter your estate's landscape. Reviewing your plan is crucial to ensure it aligns with your current situation and future goals. Dive into the top reasons to reassess your estate strategy and learn how to keep it updated for peace of mind. Stay tuned for Part 2!

Estate Planning · July 17, 2023

Has the national debt ceiling extension left you feeling uncertain about your family's financial well-being? As a fellow family provider, I know you're trying to understand what these macro-economic changes mean for your day-to-day life and long-term financial plans. These financial complexities can impact everything from our children's educational prospects to home ownership, even our secure retirement plans! It may feel incredibly daunting, but here's what you can do to mitigate its impacts.