Estate Planning New Years Resolutions
\nThis week Brent, Rachel, and Deborah get together to share a few New Year’s Resolutions that they suggest for anyone wanting to be better organized financially, personally, and as a company. Their suggestions include learning the importance of “expense ratios,” updating your estate plan, starting to plan for the 2026 tax changes, and polishing up your non-profit entity.
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\nThey also discuss the importance of perspective in setting goals. Ultimately, they want people to be kind to themselves and to just focus on “showing up” as a success.