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News and information about preserving your life savings

8 Action Items for Your Estate Planning

Estate-Planning
​ In our last blog post, Rob shared some personal experiences regarding estate pre-planning. We thought it would be helpful to provide some practical next steps. While this list may not cover everything for your situation, it should help you move the process forward. ​ 1. Decide whom you want to communicate with about your future. Set a date and si...
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460 Hits

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 . ...
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685 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 ...
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446 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...
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  399 Hits
399 Hits