FVIM's Insights

News and information about preserving your life savings

Giving the Gift of Pre-Planning

Giving-the-Gift-of-Pre-Planning
In our last post , we shared some thoughts on how to cope with financial commitments if you've been recently widowed. Because grief and wealth management don't mix, the main theme is, less is more . That is, the fewer big financial changes you try to take on right away, the better. Today, let's explore a closely related topic:  pre-planning . ...
Continue reading
  47 Hits
47 Hits

When You Lose a Loved One: Give Yourself a Financial Recess

Losing-Spouse
One of the most gratifying things about being a financial advisor is having the opportunity to make a real difference in people's lives. In that context, we find it deeply meaningful if we are able to offer helpful financial advice during difficult times, such as when families experience the loss of a loved one. If you've been recently widowed (or ...
Continue reading
  99 Hits
99 Hits

So, Your Kids (Might) Want To Go To College?

college_savings
Now that this year's tax season is over and spring is in full swing, many parents' financial fancies turn to the costs of their kids' higher education. Therein lies a dilemma: You really should start saving for college costs as early as possible – think prenatal. But there are so many unknowns between birth and 20 years later. It's easy to get grid...
Continue reading
  109 Hits
109 Hits

How to “Win the Day” When Volatility & Media Hysteria Converge

financial-headlines
We have instant access to more information today than at any point in human history. The speed of which information travels is even more mind-blowing. While the benefits can be convenient, the amount coming at us daily can also be suffocating. So much of the media content these days is what many refer to as noise. Wall Street is full of noise that ...
Continue reading
  117 Hits
117 Hits