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The latest from our blog:
Beyond Bytes: How is Tailoring Financial Plans For Tech Professionals Different?
By: Alex Doyle, Wealth Manager, CFP® When it comes to financial planning, tech industry professionals face distinct considerations that set them apart. To better understand this, let’s look at the aspects that distinguish financial planning for individuals in the technology sector apart from other industries. Equity Compensation: A Significant Factor
🔐 Die with Zero Dollars (DwZ): Leveraging Joint and Survivor Annuities to Fulfill Core Expenses in Child-free Households
In the dynamic realm of financial planning, a distinctive philosophy has emerged – one that embraces a childfree lifestyle and aspires to Die with Zero or “DwZ”. This paradigm shift underscores a deliberate departure from conventional financial norms, prioritizing life experiences over traditional legacies. By consciously opting for a childfree
Doing Divorce Differently Podcast
Alleviate your fear of divorce and do it a different way. Join Family Law Attorney and Mediator Lesa Koski, along with our founder, Jamie Lima, for a candid conversation on how to take the fear out of Divorce.