Category: Newsletters

  • compass pointing to the word investment

    Dollar$ & $ense v. 8

    May 1, 2024
    NEWSLETTERv.8, May 1, 2024What I'm Working On How We Approach Investing for Our Clients: Core Investment PrinciplesAs financial advisors, our…
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    Dollar$ & $ense v.7

    May 1, 2024
    View in browserNEWSLETTERv.7, April 15 , 2024What I'm Working OnThe Hidden Dangers of Neglecting Your Estate PlanIn most cases, GreenLife’s…
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    Dollar$ & $ense v. 6

    April 1, 2024
    What I'm Working On How First-Gen Americans and Foreign-Born Individuals Benefit From Financial Planning First-generation Americans and foreign-born individuals are…

  • Dollar$ & $ense v. 4

    March 4, 2024
    What I'm Working OnEstimating Tax Withholdings Is Crucial Underpaying can result in penalties and owing taxes at filing time. The…
  • A spiral bound notebook with the words tax planning underlined in red appears next to a pile of coins. A marker and pen are posed on next to the notebook.

    Dollar$ & $ense v. 3

    February 17, 2024
  • the words Hidden Fees appear on a paper. The letters are capitalized and in red. A hand holding a magnifying glass hovers over the words.

    Dollar$ & $ense v.2

    February 2, 2024

  • Dollar$ & $ense v.1

    January 18, 2024