A Guide to Charitable Giving Strategies
Charitable giving can be a meaningful way to support the causes you care about while also…
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Why Estate Planning Matters
Estate planning is about helping the right assets reach the right people, at the right time,…
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The Beatles, Planning, and T.L.C.
One of my favorite Beatles songs — and I have many — is “Got to Get…
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Why Your Digital Assets Matter — and Why No One Should Have to Play Detective to Find Them
Everyone loves a good mystery thriller — the kind where the hero pieces together clues and…
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Digital Assets Inventory Resource
In a world where so much of what we value lives online, taking time to thoughtfully…
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Hurricane Season: Preparing With Calm, Wisdom, and Perspective
Few things are as beautiful as a beach with palm trees gently swaying in the wind….
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Returning from the Holidays: Keeping the Joy While Getting Back to Normal
The holiday season is a magical time, filled with festivities, family, and relaxation. But as the…
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Last-Minute Holiday Travel Tips: Making Your Journey Stress-Free, Especially with Kids, Teenagers, or Adult Parents
The holiday season is a time for family, fun, and making memories, but for many, it’s…
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The Secret Joy of Keeping a Budget for the Holidays
The holidays are a time for excitement, celebration, connection, and giving— however this whirlwind of activity…
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The Frustrations of Poor Customer Service
Paul Ellis recently wrote an article for the Lynnwood Times about the Frustrations of Poor Customer…
