Latest News
Investing
Market Timing and Your Investment
June 1, 2020 Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of right on some fateful day. However, that sort of daydreaming is unhelpful when investing, especially when it leads you to try and time the market. Since the beginning of the COVID-19 outbreak, we’ve […]
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 […]
Twitter
GB Blog