by Niv | Sep 8, 2026 | Personal Finance
Key Takeaways Discuss essential topics with your spouse to prepare for the possibility of outliving them. Know your professional contacts, including your estate planning attorney and financial advisors. Understand your financial accounts and ensure the correct titles...
by Niv | Aug 4, 2026 | Personal Finance
Key Takeaways Divorce creates emotional and financial strain, making major decisions challenging. Before you agree to keep the house, consider expenses such as mortgage, property taxes, home insurance, utilities, and maintenance costs. List major repairs and...
by Niv | Jul 7, 2026 | Personal Finance
Key Takeaways Downsizing might save money, but it depends on various factors including real estate market conditions. Consider regular home expenses, major repairs, impact on other lifestyle spending, and emotional soft costs before deciding to downsize. List current...
by Niv | Jun 2, 2026 | 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 2026 is $29,560. Your child may have more or less...
by Niv | May 8, 2026 | Physical Health
It’s final. You are now officially divorced. Now, the barrage of paperwork begins with this change in your marital status. One area often overlooked is healthcare documents. When you were married, your spouse was the default recipient of your healthcare information....
