Blog

If you’re acting as an executor of a Will, consider hiring an executor’s helper

Volatility is a concept I think we are all much more familiar with since the onset of pandemic over a year ago. We live with greater uncertainty today overall than we have in a long time. That said, the fact that we must live with various degrees of uncertainty...

The Wealthy Barber on what you may have overlooked in your estate plan.

The Wealthy Barber on planning for your digital assets after you’re gone.

The Wealthy Barber's strategy for family heirlooms and personal belongings.

It’s Time to Become Less Distanced From Your Financial Affairs By now we have all become accustomed to going about our lives with physical and social distancing protocols everywhere. That said, one thing is abundantly clear to me as a local financial...

The Wealthy Barber says it’s important to talk to your loved ones about your estate plan and where your important documents can be found.

Market Recoveries: Using History as a Guide These are certainly interesting times we are living in. It’s a highly unusual situation as we collectively work together to focus on slowing the pace of infections. Health is our focus as it should be. Health...