If you are the adult child of boomer parents and you know you’ll be the one handling everything when they pass, helping them get their financial house in order now and having them fill out a Next of Kin Planner isn’t just helpful, its a gift to your future self. According to Schwab’s 2024 Modern […]
As someone who spent their entire corporate career as technology architect designing data systems for financial markets, putting guardrails in place to protect your identity and your personal data is one of the most important things you can do to guard against a data breach. In 2024 it was revealed in a lawsuit that in […]