The Family Information Organizer: Your Planner or any Emergency, Disaster, or Loss of a Loved One
The Family Information Organizer is here to help you navigate loss while also making sure you have everything you need in times of emergency or natural disaster. With this book, you will:
Be motivated to gather all your essential information now, rather than when it’s too late.
- Have all your important information in one place.
- Have peace of mind in times of loss, or emergency.
- Be able to make sure your family knows everything they need to when you’re not around.
- Be able to share this fantastic tool with your friends and family.
Don’t be caught unprepared, use The Family Information Organizer today!
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Recent Insights
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Talk Your Chart | Tariffs, Recessions & The Great Contradiction: Why Spending Won’t Slow | Ep 67
In Episode 67 of Talk Your Chart, Brett and Marcos unpack the paradoxes of today’s economy — where pessimism runs high, but spending and markets stay strong. They tackle tariffs, unemployment trends, stock flows, and why negative headlines might actually be a contrarian signal. Charts available for download here.
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Navigating Portfolio Volatility: A Lesson from 35,000 Feet
I’ve used this analogy before, but a recent experience brought it back to life—so vividly, I had to share it again. I was flying to Phoenix for business when the captain came on the speaker to apologize for the delay in cabin service. “For the next 100 miles or so,” he said, “we’ll likely experience…
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The Real Cost of Club Volleyball: What Parents Need to Know
Club volleyball has become a cornerstone of youth sports in many communities across the United States. For young athletes, club volleyball offers a pathway to advanced training, competition, and potentially college scholarships. However, behind the promise of skill development and opportunities lies a significant financial commitment that parents must navigate. Let’s delve into the finance…
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Why You Should Value Working for a Company That Offers Retirement Benefits
Not too long ago, I had a conversation with a business owner who surveyed employees about what they valued most in their compensation package. The list included healthcare, 401(k) benefits, and work-from-home flexibility. Surprisingly, the 401(k) plan didn’t come out on top. While this might seem understandable, especially for younger employees who have more pressing…
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Smart Financial Planning for the Sandwich Generation
Introduction: Balancing Family and Finances Managing the financial needs of growing children and aging parents while planning for your own future can feel overwhelming. This dual responsibility is the hallmark of the Sandwich Generation, a group navigating complex financial obligations spanning multiple generations. With thoughtful planning, it’s possible to balance these demands without compromising your…
