https://yourfinancialfreedommatters.com/what-is-an-mbe-or-wbe-and-how-can-it-benefit-you/ If you're a minority or woman owned business you're missing out on a tremendous opportunity if you don't have this unique certification. In this video, we share some of the Benefits of having the certification as well as the steps involved.
https://yourfinancialfreedommatters.com/the-history-of-wills-and-why-they-exist/ A lot of people think about using a will for estate planning yet don't understand how wills ever came about and why they exist in the first place. In this video, we share the very colorful history of wills, their pros and cons and if they may be good for you or not.
One of my staff text me this yesterday: hi coop i know i kept it short but i wanted to say thank you. not just bc of the money. just for being a great boss. i appreciate you for putting the trust that you have in me to get work done. it means a lot and thank you for your kindness. it was a stressful tax season but you and everyone else made it manageable in ways i could not explain. when i get sick and cant come into office. you went above and beyond and let me know that everything is okay and to recover as fast as possible. i know there’s money to be made but knowing that i can adjust based on my health made me feel confident to take my time and also work from home if needed. again, thanks coop.
Here’s a Financial Quick Tip for those who recently lost a loved one. Do not disburse 100% of the money. Disburse it in two rounds. You can do 90% the first round, but keep at least $100k for outstanding bills, taxes or sadly the possibility that one of your relatives may sue you. We had a client that came into our office because he had to hire a lawyer to remove his sister as Trustee of their father’s estate. Our firm had to fix the tax side. He will never trust his sister and two brothers again. All because of money!