3 Ways to Manage Finances As A Couple

3 Ways to Manage Finances As A Couple

Relationships. They start blissfully. Then as years go by and responsibilities increase, it changes. Unfortunately, money becomes a hot topic. Many surveys even validate most couples argue about money. Whether or not you’re married, couples who live together struggle...
The Very First Step in Retirement Planning

The Very First Step in Retirement Planning

Since the beginning of your career, you’ve been encouraged to save for retirement. Even though retirement seemed far away, your employer gave you paperwork to complete when you were hired. The paperwork was regarding their employer-sponsored retirement savings plan....
Before You Agree to Your Divorce Settlement

Before You Agree to Your Divorce Settlement

Going through a divorce is emotional. It’s also a large financial decision. While many focus on splitting assets, an extended analysis is needed to ensure you can afford your post-divorce lifestyle. Before agreeing to your divorce settlement, assess these key areas...
What We Want for Our Children

What We Want for Our Children

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...
Four C’s BEFORE Hiring a Financial Advisor

Four C’s BEFORE Hiring a Financial Advisor

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...
7 Ways to Clean-up Your Finances

7 Ways to Clean-up Your Finances

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...