We hope that you are enjoying your summer! It’s our favorite time to relax and take advantage of the slower pace, so we know the last thing you probably want to do is think about financial planning. We’re not suggesting that you ruin your summer fun, but we are...
The PFG Financial Inventory Assessment and Personal Net Worth and Budget Summaries are essential backbones of the Freedom7 financial planning process. All three tools help provide a clear vision of your current financial situation so that we can create a solid...
Wedding season, which typically runs from late spring through early fall, is officially upon us. If you are engaged or newly married, consider discussing your estate planning intentions with your partner and a trusted advisor. While it’s easy to get wrapped up in...
Those spoofed emails and lottery scams may be obvious to you, but they can pose a serious threat to your more vulnerable loved ones. Sidestep Crafty Fraudsters by Recognizing Their Traps is also available on Apple Podcasts and Spotify. Recorded June 13, 2019...
Not only does donating to a local charity or nonprofit feel good and help others, but your donations can also be a tax deduction. But before you donate, make sure you research the organization to see if it is, indeed, tax exempt. The IRS makes it easy to check the...
If you’ve been seeing information about the ketogenic diet pop up everywhere, you’re not alone! This diet is the newest nutrition craze to hit the wellness scene, but does it actually work? Although fans of the keto diet have increased in recent years, the concept of...
