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...
by Niv | Nov 8, 2022 | Personal Finance
As the holidays approach, you may be visiting aging parents who live far away. During this visit, it’s important to pay attention to any changes that would signal declining mental capabilities. Things to look for include changes in personal hygiene and house...
by Niv | Oct 10, 2022 | Personal Finance
It’s a question I hear often as clients consider tying the knot, ” Does marriage mean we have to merge finances?” (And if they’re not asking this question, hopefully, this topic surfaces before they walk down the aisle.) Most people who marry...
by Niv | May 12, 2020 | 2020, Personal Finance
Were your parents in their late 30s when you were born? If yes, prepare yourself to be part of the sandwich generation earlier than expected. The sandwich generation means individuals with the responsibility of both raising their children and taking care of their...
by Niv | Apr 14, 2020 | 2020, Personal Finance
If you have free time due to social distancing, use it to sort through your finances in preparation for an economic downturn. Taking action now will give you confidence as the economy slowly recovers. Here are two lists to help you begin. The first list is if your...
by Niv | Mar 10, 2020 | 2020, Personal Finance
As you age, there’s a risk you may outlive your spouse. It’s a situation you may not want to think about, but it’s important to discuss with your spouse before something happens. While life expectancy for men and women has increased over the years, there are...
