In today’s busy world, life can involve juggling family, career, and more on a daily basis. Your wealth should be a resource in support of your full lifestyle. However, limited time, financial complexity, or other...
NEWS & INSIGHTS
The Sandwich Generation
If you’re ‘sandwiched’ between raising children and looking after aging parents, then you’re officially a member of the Sandwich Generation. Roughly half of people in their 40s to 60s face the challenge of supporting...
Why You Need A Financial Advisor
You wouldn’t consider running a marathon without first undergoing a medical and some fitness training. If you’re serious, you might even hire a professional trainer to create a personalized workout that maximizes your...
Discussing Family Finances: Talking With Adult Children
Thoughtful and open discussions about money are a vital, yet often overlooked, aspect of your financial planning. Talking about money with loved ones can fulfill a variety of purposes, depending on who you’re talking...
How Tax Reform Affects Your Alimony
Alimony, also known as spousal support or maintenance, is typically paid by the higher earning spouse following divorce. While some states still award lifetime alimony, it’s barred in others, so today, most alimony is...
Teaching Your Kids About Money Before College
Preparing to send your teen off to college can be an exciting, busy and stressful time. There’s a lot to plan for, with little time remaining. Hopefully you’ve had many years of teaching your kids about money before...
The Decision To Rent Or Buy A Home
The decision to rent or buy a home has always been a significant financial consideration. However, whether to rent or buy is a particularly hot topic right now, given a booming real estate market, new mortgage interest...
Top 10 Retirement Myths
You’ve probably heard some retirement myths, or read them online. While quick-fix retirement myths can be tempting, it’s important to evaluate their accuracy relative to your personal finances. Furthermore, many...
Financial Tips For Relationships Later In Life
Entering a new romantic relationship at any age brings excitement, possibilities, and energy. It also entails considerations of compatibility on a multitude of levels, including financially. Getting together on the...
Financial Planning Tips For Parents
For many individuals, one of the most rewarding and challenging journeys in life involves being a parent. Beyond the daily essentials like love, good food, toys, and more that your child will need to learn and grow,...
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