805-644-1224

Richard S. Jeffery, CFP®

Financial Network Investment Management Solutions

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

Related Content

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.