Lifestyle

Working remotely can be a challenge especially in building effective relationships. These tips can help. Every interaction counts even when your working remote or hybrid. Managing up can be an awkward balance. Building a strong relationship with your manger is crucial. You need to show them that you care about their objectives and preferences which…

There are some keys to assisting your children with a financial plan as they grow up. Parents can greatly influence a child’s financial planning in order for them to be mindful consumers, investors, savers, and givers. We offer crucial financial lessons for you to take the time to teach your kids at each age range…

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…

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…

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…

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…

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…