Are you wondering about different ways to invest in your family’s future? A custodial account can help you give your children (or another young family member, like a niece, nephew, or grandchild) financial support for their college education. Read more in the ROI Financial PDF file below.
Read MoreAt some point, many people consider buying a second home. This new property might be your vacation getaway or an addition to your investment portfolio. But, just like buying your first home, such a large purchase requires careful consideration. These four questions can help guide you as you weigh the potential benefits and challenges of […]
Read MoreAs you know, planning for the future and keeping your finances on track require regular vigilance and fine-tuning. But when life gets busy, it is surprisingly easy to forget about the basics. That is why even the wealthiest among us can end up picking up less-than-ideal habits. No matter your situation, it is a good […]
Read MoreOne part of planning your legacy and making your wishes known involves doing some digital and physical organizing. Do you have all your key legal documents in an easily accessible but secure place? Here is what to have on hand and what to keep in mind as you put your essential information in order.
Read MoreWhen should you start receiving your Social Security benefits and how they will factor into your overall retirement situation? These are two of the biggest considerations attached to this important financial topic. If you have questions on your mind or want to go over anything in greater detail, start by looking at these key points […]
Read MoreWithout expenses like travel and dining out, many people have spent less and saved more over the last few months. Others are experiencing a sudden drop in income due to job loss or early retirement. With the timeline of the pandemic still unclear, now may be a good time to take another look at your […]
Read MoreNo one wants to think about examining and dividing their finances, but divorce happens. In particular, an increase in “grey divorce” (divorce involving couples over 50 years old) is something you may have heard about. The longer a couple is together, the more complicated the financial aspects of separation can become. In the case that […]
Read MoreIt can sometimes feel awkward or challenging to talk about money and the future, especially with your children. But if you want to help minimize stress for everyone, you may want to prioritize certain conversations. Whether your kids are adults, teens or younger, here are a few big financial topics to keep in mind as […]
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