Archive for November 2021
Long Term Care Awareness
Did you know that November is National Hunger Awareness Month, National Vegan Awareness Month, which my sister would love, National AIDS Awareness Month, Diabetes Awareness Month, and National Long Term…
Read MoreHappy Thanksgiving – Do You Need An Indian?
Happy Thanksgiving everyone. Hope you have a great week with family and friends and take some time to count your blessings! Let’s take a second to think about…
Read MoreNew Opportunity for Lazy Money
New Opportunity for Lazy Money Hello everyone, this is a different type of video this week but I am really excited to bring an announcement that’s something that the team…
Read MoreFinancial Power Hour: All About Gifting
Financial Power Hour: All About Gifting Stay ahead of the financial curve with our latest market update. Discover the current trends in the stock market, bonds, cryptocurrencies, and precious metals…
Read MoreC0VID and Tax Planning for the Lucky and Unlucky
C0VID and Tax Planning for the Lucky and Unlucky: The events of the past few years have brought significant changes to the lives of almost everyone, and our financial future…
Read MoreFall Tax Planning
As the crisp autumn air sets in, it’s time to shift our focus towards essential preparations for the upcoming winter season. Contrary to popular belief, taxes are not entirely beyond…
Read MoreEstate Tax Changes and Beneficiary Mistakes
Estate Tax Changes and Beneficiary Mistakes: Before I get into talking about the estate tax changes, I just want to take a minute and kind of define the term beneficiary. …
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