Do you think your company is resilient against cyber risks?
A recent Cohesity study found that, "Most companies fall short on business continuity as malicious threat activity continues to rise."...
top of page
kaitlin317
Jun 201 min
Say ‘I Do’ to Estate Planning
"For the many couples who get engaged during this period, the focus is often on planning the wedding, dreaming about the honeymoon, and...
2 views0 comments
kaitlin317
Jun 71 min
What will the president’s proposal look like for farmers when paying income taxes, capital gains taxes, estate taxes, and more? Find out what the future looks like for Farmers and their families!🧑🌾
Find the article at Farmprogress.com https://www.farmprogress.com/farm-business-planning/how-biden-s-budget-proposals-could-affect-farm...
2 views0 comments
kaitlin317
Apr 191 min
In the digital age we are living in now, it can be very easy to fall for scam texts, calls, emails, and more, no matter what age you are!
In an article from Marcus.com, it was found that "over the past five years, consumers around the globe have lost $37.4 billion to...
0 views0 comments
kaitlin317
Mar 201 min
End of Life Planning Market Set to Reach $45.17 Billion by 2030
In a recent article from PR Newswire, a recent surge in global end-of-life planning is projected to attain a market size of $45.17...
6 views0 comments
kaitlin317
Feb 231 min
From The Washington Post, "Senate report blasts high-end life insurance plans as $40B ‘tax dodge’"
Private Placement Life Insurance has been a hot topic this week as the Democrats on the Senate Finance Committee criticize the tax...
12 views0 comments
kaitlin317
Dec 19, 20221 min
Year End Financial Planning Checklist
2022 is coming to a close, and it's time to reflect on the financial milestones you hit this year, and how to make next year even better....
10 views0 comments
kaitlin317
Sep 20, 20221 min
More Money More Problems
In the article 'The more money a family has, the more complicated estate planning will be' by Noelle Boughton, Canadian tax consultant,...
14 views0 comments
kaitlin317
Sep 10, 20221 min
Remembering The Queen, And All Her Fortunes
After ruling for 7 decades, one can only imagine the personal net-worth that Queen Elizabeth II left behind, "approximately $500 million...
6 views0 comments
bottom of page