by Niv | Nov 26, 2019 | Personal Finance
It’s finally here – the holiday season. You enjoy buying gifts for others … and also for yourself. You splurge on Instagram worthy holiday gatherings – décor, food, beverages, not to mention your clothes. It’s easy to rack up expenses as you swipe/tap your card....
by Niv | Oct 22, 2019 | Personal Finance
Have you been with your significant other for years? You may have decided to live together even though you are not married. You may even refer to each other as “husband” or “wife” even though you are not legally married. You’re committed to each other but don’t hold a...
by Niv | Aug 27, 2019 | Personal Finance
It’s hard enough to deal with the emotional turmoil of divorce but understanding some of the jargon can make one’s head spin. Your definition of “fair” or “what is rightfully yours” may not be what the divorce settlement will reflect. Unfortunately, items accumulated...
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...