Providing peace of mind through skilled guidance, compassion & simplicity

End-of-Year Financial Tasks

A task without a deadline is just wishful thinking. Sometimes, you can get away with procrastinating. If you never get around to alphabetizing your spices, no one’s life will change.

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What Should I Keep in Mind, When I Remarry?

When you remarry, you’re not only combining residences with your new spouse, you’re also merging your finances. If you have children, it may involve some financial-related stress. For instance, you might need to factor in child support payments or consider whether your new marriage will impact your children’s inheritance.

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