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Words of Candor

Recently I sat down with some clients who own their own business, and let me know they were working on outsourcing and automating a number of things within their business so they could take a step back. Then they asked, “Now what?”
There is an enormous amount of research concerning the psychology of money, and to me, the most fascinating research surrounds our spending habits, in particular how they change between using cash versus credit cards.
The current world circumstances are greatly impacting the news and market, and it’s easy to allow the negativity to infiltrate your thoughts and daily routine, disrupting what truly matters.
We are often asked, “When should we start estate planning?” The answer is, if you’re even thinking about the need for estate planning, it’s time to begin.