by Niv | Oct 3, 2023 | Personal Finance
It may be too early to think about your holiday spending, but it never fails … as soon as Halloween ends, time goes forward very quickly. If you haven’t thought about your holiday spending yet, start estimating expenses and start saving. Some people are disciplined...
by Niv | Sep 5, 2023 | Personal Finance
At some point, your spouse may die, or someone you know will become a surviving spouse. We don’t like to think about it, but it’s part of life.This life-changing event is flooded with emotions. And yet, you will be responsible for making easy and complex...
by Niv | Aug 1, 2023 | Personal Finance
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...
by Niv | Jul 11, 2023 | Personal Finance
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....
by Niv | Jun 6, 2023 | Personal Finance
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...
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...
