Inspired by several former clients, Theresa shares an expanded view of legacy. Yes, it is nice to be able to pass down wealth to our children. Other ways of viewing legacy include the creation of art or businesses. Breaking a dysfunctional pattern offers future generations a better way of life regardless of the size of a person’s portfolio. Read the article here.
Pay It Forward
September 6, 2023
“Pay it forward” is a phrase that refers to helping someone now with no expectation of a payment in return. Instead, there is an understanding
