Back in March, we shared about our application to become a Certified B Corp. As of last week, we were excited to be confirmed as a Certified B Corporation, joining several thousand businesses around the world in placing the needs of our team, clients, and our community over pure profit as a legal foundation for MY Wealth Planners®. When we …
As the old saying goes, the only two certain things in life are death and taxes. Today, we’re talking about both. Inevitably, through no fault of your own, you will pass away. Turns out there is a 100% chance that you will not live forever! Sadly, you and everyone else share this fate, and consequently, you also share the obligation …
This post is written by a professional with a professional audience in mind. While you might be a client or general member of the public reading this, I regret to say that this piece is not about financial education or striking a thought-provoking idea into your mind for the week. This is an article about a professional’s concerns with their …