Angela Cruz, a 27-year-old small business owner, just opened her first boutique bakery. Her landlord only accepts rent payments by check, but Angela did not know how to write in a checkbook. She pulls out her checkbook, carefully writes the date, the landlord’s name, and the exact rent amount in both numbers and words. She…
Daniella Reyes, a 42-year-old graphic designer, realized her company’s 401(k) wouldn’t give her the freedom she wanted. She bought a duplex, renting one unit for steady income while living in the other, and built a freelance design agency that grew into a boutique business. Instead of waiting until 65, Daniella’s plan was to gradually reduce…
When Alexandra came to my office, she was still holding the envelope from her late father’s attorney. She already knew that eventually, this day would come, and as an only child, she had been named executor of will. She was still grieving and now she needs to figure out a responsibility she didn’t fully understand….