by Niv | Apr 1, 2025 | Personal Finance
Sara and Joe were recently married. They dated for five years before marriage but never lived together. They briefly talked about money before marriage, but had no serious discussion about spending and saving. Now that the wedding is behind them and they are adjusting...
by Niv | Mar 4, 2025 | Personal Finance
Whether your spouse’s death was from a lengthy illness or it was unexpected, your life is now changed. The last thing you want to worry about after your spouse dies is money. But it seems you’re being bombarded with demands to make financial decisions –...
by Niv | Feb 4, 2025 | Personal Finance
When going through a divorce, the last thing you want to think about is taxes. But it could be costly if you don’t include them in your financial analysis. Before signing your divorce decree, take time to understand the tax effects on these five items. 1- Alimony For...
by Niv | Jan 7, 2025 | Personal Finance
Saving for retirement is old school – bet you never thought a financial planner would make that statement. When we use the word “retirement,” images of old people sitting on rocking chairs on their front porch come to mind. But haven’t we redefined retirement? Who...
by Niv | Dec 3, 2024 | Personal Finance
It happens often. Many people don’t take their finances seriously. They know they should, but they just keep putting it off … until something happens. What’s your excuse … why don’t you take your finances seriously? “I’ll cross that bridge when I get...
by Niv | Nov 5, 2024 | Personal Finance
“Mom and Dad – let’s talk about money … your money and your retirement lifestyle.” How would that statement go over with your parents? There’s never a “good” time to initiate this conversation. But doesn’t it make...
