Digital Estate Planning
I am a big fan of Google, and whenever they ask me to review my account information, they win me over again. What began as a search company has become a digital platform for creating, accessing, preserving, and eventually transferring much of my digital life.
Can you see where this is going? Google is not an attorney or financial planner, but they are attempting some digital estate planning for their users.
Qualified Charitable Distributions
By Seth Meisler, CFA, CPA/PFS, CFP®
"The hardest thing in the world to understand is the income tax."
- Albert Einstein
Why Budget?
By Omer Abramovich
No one likes to budget. Not only does it take time, energy and effort, but to make matters worse, it’s boring. Nonetheless, creating a budget is still a good idea and can help you with the following.
Five reasons to budget:
