What’s the point in having a savings account?

What’s the point in having a savings account?

A client recently asked me, “What is the point of having a savings account if the government is just going to tax it away?”A fair point, but let’s look at this from a few angles.Yes, we all know the government taxes your earnings from your job. So, it doesn’t seem...
Personal Information Inventory

Personal Information Inventory

A Personal Information Inventory is a great way to remind your loved ones about your financial wishes and how you have set up your plan to help them in the event of your death. Remember, this inventory contains sensitive information and should be stored in a safe and...