The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Legal counsel should be consulted for specific advice or recommendations about any individual’s personal legal circumstances. Investment and financial planning advice offered through US Financial Advisors, a Registered Investment Advisor.
March 2024 Investment Update
March 8, 2024Recent Insights
Making Cents: Newlyweds Need to be on Same Page Financially
We are currently in peak season for weddings. If one were allowed to give a financial toast to the newlyweds, here’s what I’d say. Money is the root of all evil, but like any tree, a good root system is necessary for anything constructive to happen. Have a conversation about money to begin to understand…
A Mother’s Day Retrospective
For many people, Mother’s Day is one of the best days of the year. We all have a reason to celebrate, if it weren’t for your mother, you wouldn’t be here! Mother’s Day is often the first type of outdoor family activity of the season for those stuck in the great white north. The flowers…
Making Cents: Estate Planning for Digital Assets
I refer to estate planning as the process of organizing one’s personal and financial affairs in such a way as to minimize disruption, cost and taxes upon the death or disability of a person. You don’t need a lot of money to have an estate plan. All that’s needed are people you care about and…
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