Risk – What does it mean to you?
Nerdy post alert! We need to discuss risk tolerance. It’s not the most exciting stuff, but it’s very, very, very important to understand. So grab a cup of coffee, or… …
How to handle gifted funds
Have you been told that Granny and Gramps are gifting you a lump sum of money? Or a family member is gifting funds to your children? It happens more often… …