by Niv | Jul 30, 2019 | Personal Finance
Often, there is advice encouraging you to downsize for retirement. It’s a way to save money when you’re on a fixed income. But will downsizing really save you money? Before you decide to sell your house and downsize, compare how your expenses will be impacted....
by Niv | Jun 18, 2019 | Personal Finance
What an exciting time – watching your child graduate from college! While your feelings may be of pride, your recent graduate may be struggling with financial anxiety. The average student loan debt for the Class of 2018 was $29,800. Your child may have more or less...
by Niv | May 21, 2019 | Personal Finance
Taking care of an aging parent used to be discussed with clients in their 40s or older. But with couples having children later in life, it’s not unusual to see someone in their 30s dealing with this reality of life. Making decisions for an aging parent can be...
by Niv | Apr 23, 2019 | Personal Finance
Whether or not to pay for your child’s college education is a struggle many parents share. While it’s human nature to want to provide more for your child, financially, it could create a hardship for your retirement lifestyle. Some people who pay for their child’s...
by Niv | Mar 26, 2019 | Personal Finance
When you hear the term “financial plan” what comes to mind? Most people think immediately about investments. But did you know that’s only one part of a financial plan? A comprehensive financial plan focuses beyond investments. It calculates your net worth, after-tax...
by Niv | Jan 16, 2019 | Personal Finance
Did the new year trigger thoughts of retirement? If you’re thinking about when you should retire, do these three things before you make a decision. 1- Determine your retirement lifestyle. Many people fail to envision how they will spend their retirement days....
