For many families, college preparation focuses on campus visits, dorm shopping, and tuition bills. Yet some of the most important financial decisions happen before move-in day. As parents prepare to launch a young adult into greater independence, it’s essential to address three often-overlooked areas: estate documents, health insurance, and money management. […]
Summer often brings a surge of tempting activities: vacations, outdoor dining, festivals, and family gatherings. These activities can quickly add up and strain your finances if not carefully managed. We believe you can enjoy the season’s joys while staying on track with your financial goals by approaching summer budgeting mindfully. […]
The new year is the perfect time to refresh your financial goals and gain better control over your money. Whether you’re planning for the long term or just looking to simplify your finances, organizing your financial life can bring peace of mind. Here are five key steps to get your finances in shape for 2025. [...]
Our lives have been seriously disrupted over the past two years. Lockdowns, vaccines and face masks have altered life as we knew it. Human beings are resilient, and we’ve adapted to our new reality, but many of us long to resume certain activities such as travel, that were not feasible for much of the past [...]
April is Financial Literacy Month. As financial planners, we are passionate about helping clients, their children, and others in our community increase their financial literacy skills. Given that May 1st is also Decision Day for college acceptances, we thought it’d be timely to share our thoughts on how families might discuss the cost of college with their children. [...]
It seems like people are whispering about inflation everywhere you turn, and it’s for a good reason. Rising prices have the power to eat away at your purchasing power and erode the value of your assets. […]
As we emerge from the worst of the pandemic and subsequent lockdowns, people may be eager to resume travel, eat out, and attend entertainment events. In economist-speak, there is a lot of pent-up consumer demand in the economy. […]
April is financial literacy month. Financial literacy is an understanding of money – how to make it, how to manage it, how to invest it, and how to give back. Understanding money and how it works has never been more important. The collective debt burden of United States citizens is $11.5 trillion dollars. This is 75% of US GDP. Only [...]
