by christinehollinden | Aug 22, 2022 | Uncategorized
Disaster Preparedness No one wants disaster to strike but preparing for disasters in the unfortunate case that they do happen is important. Floods, fires, and other disasters alike can wipe out personal and business properties, as well as important documents such as...
by christinehollinden | Aug 16, 2022 | Uncategorized
Benefits of Teaching Financial Literacy to Children You have likely witnessed the consequences of poor money management at some point in your adult life. Most times this happens because you were unprepared, didn’t understand certain concepts, or weren’t given the...
by christinehollinden | Aug 8, 2022 | Uncategorized
August 2022 Market Update Hurricane Season “Everyone thinks the Fed can handle this…but that hurricane is right out there down the road coming our way.” Jamie Dimon, CEO JP Morgan, June 2, 2022 Residents of the Gulf Coast know that the Fourth of July holiday...
by christinehollinden | Jun 8, 2022 | Uncategorized
Getting The Next Generation Involved in Philanthropic Efforts Getting the next generation involved in your family’s philanthropic efforts may be one of the most important investments you can make in their future and your legacy. Your children are likely...
by christinehollinden | Mar 1, 2022 | Uncategorized
Am I Too Young to Start Planning My Estate? Adulthood and Estate Planning Once you’ve turned 18 years old, you should consider the financial and legal responsibilities bestowed upon you. As a legal adult, many things change once you hit the age of 18 in the eyes of...
by christinehollinden | Feb 21, 2022 | Uncategorized
10 Strategies for Discussing Wealth with Children Talking with children about money can be a complex matter, no matter how old they are. Yet, for those families with wealth, the questions around money and finances are particularly important to properly and...
Recent Comments