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 | 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...
by Niv | Feb 11, 2020 | 2020, Personal Finance
In December 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed. There are still many unknowns on how to interpret these changes. But before you sign your divorce settlement, understand if these changes will impact you....
by Niv | Dec 24, 2019 | Personal Finance
It’s normal to want your child to have more than you did at their age. But at what point do you stop financially supporting your adult child? We’ve seen statistics about rising student loan debt. It’s the reason many parents continue to pay for their adult child. And...
