In the last week of the year, it is my habit to look back on the past year and consider what happened and what I have learned.
We’ve all dealt with a lot of uncertainty this year (and spent a …
Quarantine Finance Webinar – What To Do Now
UPDATE – VIDEO POSTED BELOW
It seems that every day another client is sharing news of layoffs and company shutdowns. Over the last five weeks, 26.4 million people in the US have lost their jobs. For context, this is more …
Estate Planning in the Face of COVID-19
Guest Post by Shannon P. McNulty, Esq.
As the COVID-19 crisis drags on, you may be concerned about having a solid plan in place if something were to happen to you. Below are some of the common estate planning issues …
How to Triage Your Finances During a Tough Time
If you’ve had a loss of income due to the COVID-19 shutdown, you may be wondering how to protect yourself financially. We look at people’s cash flow every day, so we have a pretty good idea of how people choose …
