Wealth Planning Blog
February 27, 2014
Planning Prevents Burdening
March is here, and even with Winter Storm Titan presently passing overhead, March still makes me think of spring and gets me in the mood for spring cleaning. As I was packing up clothes our little one has grown out of and separating stuff to donate, I began to reflect on the past week at work and how most of my meetings involved people who's personal/financial worlds could use some spring cleaning of their own.