Investing
Teenagers Saving Early
Teenagers Saving Early The saying, “it’s never too early to begin saving for retirement,” holds true at any age, even for kids in high school. In fact, if you have teens, the start of the summer job season is a great time to talk to them about starting an IRA. Due to their age, teens […]
Talking Finances with your Adult Children
Talking Finances with your Adult Children Many of my clients have asked for helpful tips they can share with their adult children on managing finances, estate planning, and particularly, what they need to know as beneficiaries. I know these conversations can be difficult to initiate, both for parents and children, and want to provide you […]
Beyond Resolutions: Keeping your Financial Paperwork in Order
Beyond Resolutions Keeping your Financial Paperwork in Order New Year’s resolutions can be great motivators, but any time of year is good to get your financial paperwork in order. Managing your important documents—whether electronic or on old-fashioned paper—can make your financial life easier. If this is the year you said you’d finally get organized, or […]
Four Reasons Millennials Need an Estate Strategy
Estate planning may not be at the top of a young person’s “to do” list. Still, it makes sense to be prepared — at any age. I thought you might like to know more. Four Reasons Millennials Need an Estate Strategy You’re young, have little in savings and likely have no one yet relying on you financially. So […]
5 Holiday Apps to Save Your Sanity
5 Holiday Apps to Save Your Sanity Smartphone apps that may help minimize the stress. As we get closer to the holidays, the stress of making sure everything is in order usually intensifies. So many of my clients are overwhelmed with finding ways to manage all that comes with the season, like finding […]
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