by jcdesignandmedia | Feb 1, 2024 | Lifestyle
Many families work hard to build up their wealth not only for themselves, but also for their children. And while it may be true that some families do this so their children won’t need to work as hard as they did, the reality is that maintaining generational wealth is...
by jcdesignandmedia | Nov 29, 2023 | Investments, Lifestyle
Year-end gift giving has a few benefits: it contributes to important causes, makes you feel great, and can also be used as a financial strategy to reduce your taxes. This makes it a win for everyone. If you are feeling extra charitable this year and want to reap these...
by jcdesignandmedia | Aug 30, 2023 | Financial Services, Uncategorized
Having a trusted financial advisor can be extremely beneficial to your future plans. But the truth about financial advisors is that they each have different specialties and values, so it may take some research to choose the right financial advisor for you. Sometimes...
by jcdesignandmedia | Jun 4, 2023 | Consulting, Lifestyle
Many people’s dream is building a lasting legacy by acquiring generational wealth so that their future generations can live comfortably. It’s impossible to guarantee that your future generations will face no financial issues, but at the very least they’ll have...
by jcdesignandmedia | Apr 30, 2023 | Uncategorized
Spring is often labeled as the time for rebirth and new beginnings, which is why spring cleaning is a common trend. If you’ve already worked on cleaning out your house and still feel that inspiration for a fresh start, it might be time to take a look at your finances....
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