Estate Planning for Blended Families
Estate planning is hard for families to begin with. Given the dynamics of blended families, estate planning sooner than later is important for your peace of mind.
Estate Tax vs. Inheritance Tax – Are They the Same?
Estate tax and inheritance tax sound like they may be the same thing. An estate is what you leave to your beneficiaries as an inheritance, right? But in reality these two taxes are not the same.
6 Money Habits to Teach Your Kids
Teaching kids to be financially savvy is a critical life skill. Money affects quality of life, relationships, marriages, children and what you can do for others. Remember, the more money you have, the more you can give to others and do good in the world!
3 Good Reasons Why You Should Hire a Financial Advisor
There’s a significant number of people out there who are financially savvy. And it’s understandable some of those individuals don’t think it’s worth it to hire a financial advisor. But there are a myriad of reasons why those people (and of course the less financially sophisticated folks) should hire a financial advisor.
Pros and Cons of College Savings Alternatives
What is the best way for you to save for your child’s education? Learn about the different college savings alternatives to understand what is available to you.
Financial Planner vs. Financial Advisor – What’s the Difference?
When looking at who’s who in the financial industry, it can be confusing. There are numerous job names, but it’s hard to know the differences among them. Read the article to learn more.
Financial Tips for College Graduates to Ensure a Strong Financial Future
If you’re among the many recent college graduates, you’re likely thinking about your future. You may even have a pretty impressive list of things you plan to do, like buying a car, taking a fabulous trip abroad or buying your first house.
Financial Tips for Gig Economy Workers
More and more workers are leaving their full-time jobs and becoming part of the gig economy. Whether you are starting a consulting business working from home, a handyman service for seniors or creating an internet business, you are part of the gig economy.
Should You Pursue a Financial Advisor Career?
Should you encourage a young person with aspirations of becoming a financial advisor to pursue their dream? Some people may be hesitant to choose a financial advisor career due to the various challenges facing you as a startup and the availability of online financial tools and automatic investment options available today. Think of financial advisors …
How to Choose a Financial Advisor
A financial advisor helps people plan, invest, protect and manage their hard-earned money so they can reach their financial goals. One of the challenges in finding and choosing a financial advisor is finding one that will put your interests first.
Financial Planning Do’s and Don’ts
To help you spot your own financial habits, we’ve collected some of the top financial planning do’s and don’ts to help you shift your mindset around good money habits.
10 Financial Tips for Young Adults
Do you have a child who recently entered the workforce? As a parent, you should still offer advice and guide them on their financial journey. Check out the following ten financial tips to help your young adult find financial success.
