Posts Archive

Life Planning

Kids and Money: A Little Education Pays Off

June 4, 2018
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Just about anyone who’s ever watched a child or grandchild go from the crib to kindergarten and beyond has uttered the phrase, “They grow up so fast.” Although you can’t really freeze a youngster’s precious moments in time, you can take steps to make sure that his or her journey to adulthood starts with a…

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Marriage: Entering a New Investment Life

April 30, 2018
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There are a lot of issues that couples need to think about when tying the knot — wedding preparations, family, and, of course, finances. Addressing personal finance and investment issues before the big day may help improve your odds of being together years later. Here are some financial issues that you should consider when embarking…

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Don’t Plan for Retirement — Plan for an Encore Life

April 9, 2018
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Written by Mark Jaeger, ChFC®, CFP® – CCO/COO Original article posted on Market Watch here.

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Questions to Ask When Drafting an Estate Plan

March 19, 2018
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Because you’ve worked hard to create a secure and comfortable lifestyle for your family, you’ll want to ensure that you have a sound financial plan that includes trust and estate planning. With some forethought, you may be able to minimize gift and estate taxes and preserve more of your assets for those you care about.…

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Why divorcing over 50 can be especially awful

January 7, 2018
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Written by Mary Ann Ferreira, CFP®, CDFA™, AIF® Original article posted on Market Watch Here

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Divorce and Estate Planning

November 6, 2017
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How does divorce affect estate planning? Wills for both spouses are often drawn up sometime during the marriage–particularly if there are children involved. When divorce is contemplated, the selection of beneficiaries and executors will likely be revised to reflect the absence of your former spouse. Additionally, you will need to re-examine the gift and estate…

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Life Insurance at Various Life Stages

October 9, 2017
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Your need for life insurance changes as your life changes. When you’re young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows. Then, as your responsibilities once again begin to diminish, your need for life insurance may decrease. Let’s look at how your…

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Evaluating a Job Offer

August 21, 2017
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If you’re considering changing jobs, you’re not alone. Today, few people stay with one employer until retirement. It’s likely that at some point during your career, you’ll be looking for a new job. You may be looking to make more money or seeking greater career opportunities. Or, you may be forced to look for new…

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U.S. Census Bureau Releases Report on Young Adulthood

May 30, 2017

In an April 2017 report, the U.S. Census Bureau examines changes in young adulthood over the last 40 years. The study looks at how the economic and demographic characteristics of young adults (ages 18 to 34) have changed from 1975 to 2016. The report defines adulthood as a period in life associated with common experiences…

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Merging Your Money When You Marry

March 27, 2017
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Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your finances. Planning carefully and communicating clearly are important, because the financial decisions that you make now can have a lasting impact on your future. Discuss your financial goals The…

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