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Welcome to the Planning for Good Blog.

Here you will find answers to FAQs, my best tips, and insight into hot topics. Get a taste of my thought process when giving financial advice.

Have a suggestion for a future blog post? Contact me!

 

Friday, March 15, 2019

Researching destinations for your next big vacation getaway may be part of the fun, but for LGBT world travelers — especially those with kids — it is also a very important step to ensuring a safe and enjoyable trip....

 

Wednesday, March 6, 2019

Are you tired of getting inundated with junk in your mailbox? Are you having to recycle more mail than you open? Not only is this a nuisance, but it could cause you to miss something important in the shuffle. Here are some tips to...

 

Sunday, February 17, 2019

Are you getting ready to change your name and dreading the process of updating all the various accounts and systems? Perhaps we can help… HERE is a list of the most common places where you’ll want to update your name....

 

Tuesday, February 5, 2019

I love to travel! New places, warm beaches, historical locations and often to international spots. I’m not alone. Most of my clients enjoy travelling and many times I’m asked how to best plan for these costs. Here are a few...

 

Friday, January 11, 2019

If you’ve been a client of mine for some time, you already know what I’m going to say… consider this your reminder! :) One of the best ways to protect the security of your most important data, and to help ensure...