The best reason to do Financial Planning-leaving a positive legacy.

Treasure Chest

It’s not just about you and me. Planning is about leaving a positive legacy for our children. This tongue-in-cheek video shows one very sound reason why you’d want to do this. Concerned about your financial goals? Contact us for help. (Click here if your screen doesn’t show the video.)

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Why Mark Zuckerberg really hates April 15

If you’re dreading April 15 due to a big tax bill- it could be worse. Facebook’s IPO made founder Mark Zuckerberg a billionaire — but left him with a tax bill likely to top $1 billion. Here’s the story from the CNN news feed. Facebook’s stock market debut left founder and CEO Mark Zuckerberg with a…

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