Estate Planning: Probate and Trusts
In our last article on estate planning, we explained why estate planning is essential and discussed the basics of wills and powers of attorney. You probably know you want to avoid probate, but you might not know precisely why.. Probate This process proves a decedent’s...
Paycheck Protection Program Update
The U.S. government has extended The Paycheck Protection Program (PPP). Here’s a brief overview of what you need to know. Paycheck Program Basics Authorized by the CARES Act and administered by the Small Business Administration, the PPP helps employers cover the cost...
4 Ways to Simplify Your Business and Finances
It seems like so many of us tend to over complicate things, whether in finances or life or business. As we move through life, we accumulate more, and we get entrenched in routines that no longer serve us. However, keeping things simple is essential at any stage of...
Why Having a Financial Advisor Team is Important
With the advent of online trading platforms and information available for free on the Internet, many investors have decided to take a do-it-yourself approach to manage their money. Managing your portfolio is perfectly fine, especially those who are just starting, have...
Why You Need to Hire the Best Financial Advisor Today
With the advent of online trading platforms and information available for free on the Internet, many investors have decided to take a do-it-yourself approach to manage their money. Managing your portfolio is perfectly fine, especially those who are just starting, have...
Questions You Should Ask When Looking for a Financial Advisor
Choosing a financial advisor is an essential step in taking control of your finances. You’ll want to complete your due diligence before you even start talking to an advisor you’ve selected as a possibility. Find a financial advisor If you have friends or...
Investing for the Sandwich Generation
Our tendency to live longer means that many families are in the unenviable position of supporting elderly parents while preparing for their retirement and trying to send their kids to good colleges. It’s impossible to get everything you want without an infinite...
Operating in a Covid 19 Summer
We at Platt Wealth Management hope that you enjoyed a safe and sane Fourth of July weekend. The dog days of summer are indeed upon us, and we thought it might be a good time to address some of the uncertainty that many of our clients and others are experiencing....
Prevent Social Media Overwhelm
It’s easy to get lost in the rabbit hole of social media. Especially when we’re still practicing social distancing and businesses aren’t all open yet. You think you’re going to get caught up with some friends from high school. Next thing you know, you’re arguing about...
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