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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One Big Beautiful Bill: Key Financial Impacts for LGBTQIA+ Households
On July 4, 2025, President Donald Trump signed the “One Big Beautiful Bill Act” into law—a wide-reaching piece of legislation that touches everything from tax rates and healthcare to education, housing, and family benefits. For LGBTQIA+ individuals and families, some of these changes may create new planning opportunities, while others may require a closer look…
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What’s a Trump Account? A New Way to Build Financial Discipline—From Day One
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How Microsoft Teams Can Transform Your RIA Firm’s Efficiency and Compliance
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One Big Beautiful Bill: How Trump’s Tax Overhaul Impacts American Families and Businesses
On July 4th, 2025, President Donald Trump signed into law the “One Big Beautiful Bill Act,” a sweeping piece of legislation that reshapes the American tax landscape and introduces a range of economic, social, and regulatory reforms. Below is an examination of the bill’s key provisions. Key Provisions of the “Big Beautiful Bill” 1. Permanent Extension and Expansion…
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Talk Your Chart | From Saunas to Stock Surges: Market Recoveries, Margin Resilience & Rate Watch | Episode 69
In Episode 69 of Talk Your Chart, Brett and Marcos unpack the surprising speed of the recent market recovery, debate the timing vs. time-in-market mindset, explore political biases in investing, and analyze how corporate margins and U.S. debt are shaping investor decisions in 2025. Charts available for download here.
