We all know SOS as a universal call for help but here’s a fun fact – it isn’t a phrase with abbreviated words as you might have assumed, it’s morse code! We took this as an opportunity to assign a meaning to it that’ll hopefully help you draw some neglected attention back to planning your financial future – Structure, Organize, & Simplify.
The more complex our financial lives can get, the more we desperately require some tools to help us wrap our minds and hands around preparing for our financial future. In this podcast, we discuss the incredibly important and often avoided area of our financial life, preparing your estate. Virtually no one is comfortable thinking about the future with you no longer a part of it, but it is so vital to step out of that discomfort to ensure you take the burden off of your loved ones when the time comes.
2020 has been an unprecedented year in many ways, including the amount of questions we have received from our clients regarding how the market...
The Defined Benefit Plan is a pre-approved retirement plan solely for business owners or self-employed individuals who want to take advantage of massive tax...
In this episode, Ed and James are joined by Charitable Giving expert, Parissa Zargar, a Charitable Planning Consultant & Digital Regional Director for Fidelity...
