We get it, while many people have gone completely digital, some of us are somewhere in between and still love the feel of good old-fashioned paper. If you’re that person (like myself, Jeremy!), this guide is for you. Even if you have gone digital, some documents like passports, wills, trust documents, birth certificates and death Continue Reading
Feeling overwhelmed tracking financial deadlines? It’s a struggle many of us face. We all juggle birthdays, appointments, kids’ commitments and vacations on our personal calendars to stay organized, but when it comes to managing our finances, most of us are left scrambling at the last minute. Imagine how much smoother life would be if your Continue Reading
In this blog post, we’re emphasizing the critical role that tools play in helping our clients achieve financial clarity and control. Just as we advocate for the strategic inclusion of a wealth manager as a trusted resource on the team to enhance overall portfolio management, we also see immense value in leveraging digital expense trackers Continue Reading
Keeping track of bills can be a hassle, but setting up automated bill payments and alerts can save you time, prevent late fees, and make sure important needs and services are never shut off. Setting up automated bill payments can make managing your finances easier. Many banks offer this feature, but it works best for Continue Reading
We have been working with a client, a high net-worth family for over two years to manage their broad portfolio of day-to-day finances, including personal, various trusts, and a private foundation. During our time supporting the family and our ongoing interactions with the family, their wealth managers, and trust and estate attorney, we have gained Continue Reading
Keeping your finances in check doesn’t have to be a chore. By turning your monthly budget review into a routine, you can stay on top of your financial goals and enjoy the process! Regular budget reviews help you analyze your spending habits, spot areas to save, and make adjustments to stay on track. Dedicate a Continue Reading
In today’s digital age, maintaining an organized and accessible system for your financial documents is more important than ever. Implementing a digital filing system can streamline your financial management, ensuring that important documents are readily available whenever you need them. Here’s a step-by-step guide to help you set up an effective digital filing system for Continue Reading
As another tax season draws to a close (or a half for those on extension), it’s time to reflect on our experiences and gather insights for future preparation. Whether your tax filing went smoothly or you faced challenges, each season offers valuable lessons and opportunities to refine your strategies… Let’s review some key takeaways from Continue Reading
The parent-child relationship can be a delicate balance, and it can be especially challenging when a crisis strikes and the roles are reversed. Suddenly, adult children may find themselves in the role of caregiver for their aging parents, or parents may have to rely on their adult children for financial or emotional support. If you Continue Reading
Fintech is a term we hear a lot today and it’s not just something we can ignore. Fintech or financial technology It’s changing the world around us. Fintech has become the go-to solution for the world’s financial institutions. It has broken down boundaries and borders and impacts the way we do business. You might not Continue Reading