If you’re a financial advisor, coach, or busy professional trying to stay on top of meetings, client goals, and compliance, this free digital planner for financial advisors is your new best friend. Built entirely in Google Docs and Google Sheets, it helps you manage your week, track portfolio reviews, and never miss a deadline —…
California just made a big move — it’s adding financial literacy as a high school graduation requirement. Yep, starting with the class of 2030, every student will need to take and pass a personal finance course to graduate. So what does that mean for teachers, schools, and students? Let’s break it down in plain English….
Planning for the future can feel scary or confusing. But creating a trust and will is one of the smartest ways to protect your family, your money, and your property. As a licensed financial professional, I want to share the must-know facts before you buy. ✅ Why Do You Need a Trust and Will? 👉…
Social Security benefits are a major source of income for retirees, but many people don’t realize that up to 85% of their benefits may be taxed. The good news is, with smart retirement planning, you can reduce or even avoid paying taxes on Social Security income. This guide explains how much of your Social Security is taxable…
✨ Estate Planning: Simple, Affordable Wills & Trusts Online Planning for the future can feel overwhelming, but Ethos Estate Planning makes it simple. With attorney-approved templates and an easy online process, you can create a will or trust in as little as 20 minutes — without expensive lawyer fees. ❓ What Is Ethos Estate Planning?…
NetLaw powers an efficient, attorney-led online estate planning platform used by Hargrove Firm. It gives clients, financial advisors, and attorneys a seamless, collaborative; and secure estate planning experience. NetLawEstatePlanning by Sonal Patelia 1. Essential Estate Planning Package – Approx. $2,500 What documents you will need to prepare for your trust and will? 2. Advanced Planning…
Estate planning isn’t just about money — it’s about making sure your family is protected and your wishes are honored. In California, probate can be costly and time-consuming, which makes planning ahead especially important. This guide breaks down the essentials of California trusts and wills in plain language and includes a simple checklist you can…
If you’re a professional in California and starting to think seriously about retirement, Social Security has probably been on your mind. You might be wondering: How much will I receive? Will it be enough? And how can I make sure I’m not giving too much back in taxes? Here’s some good news: while the federal…
The world of retirement planning is undergoing a massive transformation. Just a decade ago, financial planning relied heavily on human advisors, spreadsheets, and static calculators. Today, AI retirement planners are reshaping the industry by offering personalized, data-driven, and automated solutions. If you’re exploring digital tools to model your future income, our guide on AI Retirement…
How to Calculate Life Insurance Needs (Financial Needs Analysis Guide) Wondering how much life insurance you actually need? You’re not alone. Most families either buy too little coverage (leaving loved ones at risk) or too much (wasting money on premiums they don’t need). If you have just started looking for life insurance, it is important…
