Advisor Articles
Five Financial Actions for the New Year
The New Year is often a time for reflection, resolutions, and resets. New commitments to our diet and exercise routine, as well as getting or keeping our financial house in order are among the most common. It’s not unusual that by the end of January, however, that many of our New Year’s intentions have given way to the hustle and bustle of our normal lives.
Are the Prestigious Universities Worth the Money?
My job as a financial advisor is to guide my clients into making sound investment decisions. Not only do I help them with where to invest their money in their retirement accounts but I am also asked to help them plan and save for their children’s future college education.
What Happens to Your Assets After the Loss of a Spouse?
The difficulty and heartbreak of losing a spouse is oftentimes accompanied by financial uncertainty. What happens to your spouse’s assets is largely dependent on if their property is transferred through or around probate.
Annuities
An annuity is a contract where an insurance company agrees to pay the holder of the annuity either a lump sum, or a regular series of payments over time. The two broad types of annuities are Immediate and Deferred.
Changes are Coming to the FAFSA
It is back-to-school time for everyone, and if you have a teenager, it means worrying about them driving to school, staying on the honor roll, and figuring out how they will find the time to get all their homework done. If you have a junior or senior in high school, you are also probably worried about financial aid for college.
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There is no better time than the present to map out your financial future. Get in contact with us today to learn more about our team and the ways we can help guide you.
