My husband and I have differing opinions on insurance. Yes, we’re both multicultural and multiracial. My dad showed me where the life insurance policies were located in a safe when I was 10 years old. Joe’s dad died while he […]
How a Financial Planner Can Save Your Marriage Read More »
Divorce can be messy, not least from the financial viewpoint. Disentangling your finances from those of your former spouse can be incredibly complicated. If you find yourself in the middle of a divorce, follow these steps to cover your bases
How to Divide Your Money in a Divorce Read More »
Who doesn’t want a lower tax liability, especially at tax time? The IRS estimated in 2024 that $1 billion in federal income tax refund dollars had been left on the table for the 2020 tax year. That’s a lot of
How I’m Helping My Clients Reduce Next Year’s Tax Liability Read More »
