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Rethinking Bequests: Balancing Fairness And Equality In Estate Planning

Rethinking Bequests: Balancing Fairness And Equality In Estate Planning May 13, 2025 • Matthew Erskine https://www.fa-mag.com/news/rethinking-bequests–balancing-fairness-and-equality-in-estate-planning-82496.html He raises an excellent question: should all children and grandchildren inherit your wealth equally – especially if they have cut you off? “In the… Read More

Telemed audit

Key questions for you to answer about your current Telehealth platform: 1 Is it HIPAA complaint? 2 Does it generate significant revenue? 3 Every time you use it, are bills automatically produced for commercial insurance, Medicare / Medicaid, or private… Read More

Amy Greene

Amy Greene helps entrepreneurs turn chaotic finances and irregular income into consistent paydays and lasting wealth. After crushing $245,000 of debt in just 24 months and building a 7-figure net worth, she knows exactly what it takes to go from financially… Read More

You Followed All The Money Rules.. To Get What??

by Angie Carlson | You followed all the money rules… and ended up stuck. That’s the truth most aren’t brave enough to say. You did what society told you was “responsible”: Congratulations. You’ve been played. Exactly how the financial industry designed… Read More

How Your Comfort Zone Is Killing Your Wealth

Tracy Latona | Picture this: You’re driving home from soccer practice, rain-soaked kids wailing in the backseat like tiny, hangry dictators. Work kicked your butt today. The thought of cooking dinner makes you want to fake your own disappearance. So… Read More

Stop treating yourself like the worst employee in your business

Amy Greene | Quick question that might make you squirm: If you treated your team members the way you treat yourself financially… Would they stay? Imagine telling your VA: “I’ll pay you when I have a good month and once… Read More

This Nearly Took My Marriage

Angie Carlson | Budgeting was supposed to fix our financial challenges.  Instead it nearly took my marriage. Let me take you back to my darkest financial moment. And yet another fight with my husband about why we were over budget.… Read More

Angie Carlson

Angie Carlson is a financial coach who helps couples break free from money rules so they can enjoy their wealth without guilt. Drawing from her own journey of overcoming seemingly impossible challenges – from having no hearing for her first… Read More

Procle Healthworks for Physical Therapy Units

Procle Healthworks offers a comprehensive digital platform designed to improve patient engagement, optimize therapy delivery, and enhance outcomes for physical therapy units. 1. Holistic Patient EngagementProcle Healthworks ensures consistent communication with patients throughout their therapy journey, fostering motivation and adherence… Read More

Procle for nursing homes and assisted living facilities!

Procle is ideal for nursing homes and assisted living facilities! Here are two benefits they reap. Set up a meeting with our managing partners, so your prospects can learn how! Procle Healthworks offers a comprehensive digital platform designed to enhance… Read More