by Niv | May 2, 2023 | Personal Finance
When developing financial plans for parents, we discuss their priorities on what they want for their children. While providing basic needs is a given, most parents want their children to have more. They want to send their children to private schools. They want to...
by Niv | Apr 4, 2023 | Personal Finance
Have you been thinking about hiring a financial advisor? Before rushing into a decision, do your research on the four C’s. 1: Credentials Most financial advisors have credentials after their names. Research these credentials to find out if they’re nationally...
by Niv | Mar 7, 2023 | Personal Finance
As we move closer to the tax deadline (April 18th this year), spend a few extra minutes cleaning up your finances. Since you’re already gathering all your financial paperwork, take time to do the following tasks. 1- Consolidate bank accounts. The Federal Deposit...
by Niv | Feb 2, 2023 | Personal Finance
Financial infidelity is when one is untruthful about money to their spouse (partner, significant other, or whichever term you use to define the person you have a long-term committed relationship with in life). For simplicity in writing, this post refers to that person...
by Niv | Jan 3, 2023 | Personal Finance
With interest rates rising, it’s time to take your credit card debt seriously. Follow these tips to pay off your debt. If you don’t have credit card debt, congratulations! Send this post to a loved one who may be struggling in this area. Simplify If you have...
by Niv | Dec 7, 2022 | Personal Finance
The new year is quickly approaching. Whether or not you’re a fan of making New Year’s resolutions, isn’t it time to take control of your spending? Here are five easy strategies to implement: 1- Focus on reducing your spending in one area You may have tried...
