Sources of Liquidity That You Should Have

Proactive liquidity management allows for more flexibility when approaching purchases. What access do you have to the different forms of liquidity (credit card, cash, home equity line of credit)? Do you need another line of credit? Credit can be a positive thing to have because it creates more options and flexibility. This flexibility is important…

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Navigating the Financial Burdens Through a Divorce

Divorce is not easy; it is a stressful time for anyone to undergo. This is expected to be amplified for women. Pew Research found that in the US, women’s financial contributions to marriages have steadily been increasing in the last four decades though men still earn more in 69% of heterosexual relationships. Typically, women’s finances…

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Creating Meaningful Family Legacies

Family is who we are. Have you ever thought of traditional legacy planning? This is the type of planning in our life to ensure that there are financial resources and a set plan to leave our loved ones. The objective is, the best legacy plans focus on here and now. Ask yourself: how have you…

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Document Security

You never know what life will throw at you. Your documents may be unsafe where they are. Will your documents survive a flood or fire? Not only do your documents need to be safe, but they also need to be updated and organized. We can help you! Digital versus paper We all have a safe…

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Discovering the ‘New’ Normal Again

During this past year and a half, I think we can all agree that we have been infected with the “post-quarantine” awkwardness of getting out and waking up your social life again. There has been an increased rate of depression, anxiety, loneliness, and poorly taken care of relationships all resulting of the aftermath of the…

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