Technology

Making Sure Your Financial Records Aren’t Lost in the Digital Clouds

A true story, reported by Reuters on February 17, 2012: Karin Prangley, a 33-year-old Chicago estate planning attorney, attempted to guess her father-in-law's password to gain access to his business computer after he suffered a debilitating stroke several years ago …
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Bringing the Living Balance Sheet to our Business Clients…

The Business Module has been launched! We are very excited to announce to all of our Business clients the newest module to the Living Balance Sheet. The Business Module brings the four Financial Domains to the business side of our …
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