If you’re concerned about your personal finances, or those of a loved one, you may start feeling overwhelmed or stuck between a rock and a hard place. Improving your financial wellbeing can feel daunting, but there are some very simple actions you can take to start getting back on track right away. Start taking control Continue Reading
Though “burn rate” is often used to discuss businesses and startups, individuals have a burn rate as well – put simply, your burn rate is the total amount of your monthly expenses. When considering your financial independence, especially for retirement, knowing your burn rate will help you determine the amount of savings you need to Continue Reading
Now that tax season is behind us,we can breathe a collective sigh of relief! No more hunting for receipts, no more gathering supporting documents from a dozen different places, no more wondering if you included all possible deductions to avoid paying too many taxes, or stressing out about filling out the Tax Organizer! Until next Continue Reading
Is your loved one struggling to maintain their financial acumen as they go through Is your loved one struggling to maintain their financial acumen as they go through the aging process? You may be tempted to step in and offer assistance, especially if you have a strong grasp on your own finances. Unfortunately, acting as Continue Reading
Have you thought about what you would do if you had to be hospitalized for any reason during this pandemic? Learn from Cindi Jacobs, owner of Simply Done, Home Organizing and I why being ready is so important and how to create your own bag! After watching the video, click this link to get your Continue Reading
Margolis & Bloom’s Senior Associate, Sarah Hartline and Jeremy Zizmor of Assurance Family Partners will deep dive into all the documents you need in place to protect yourself and your family. Planning ahead, so others don’t have to pick up the pieces. Join us for this overview and Q &A.