Creating a Family Budget and Sticking To It
There is no better way to control your spending than to keep a family budget. The time you invest in creating and tracking your budget can keep you ahead of Continue Reading →
College is Expensive. Make Sure You Have a Plan in Place.
Are you aware of the different options available to you when saving for your children’s (or grandchildren’s) college costs? Here is a glimpse at each option. The hallmarks of an Continue Reading →
February, 2020 Financial Update
Dear Clients and Friends: The start of 2020 has brought increased stock market volatility. The uncharacteristically calm market environment we experienced for much of the past four months was bound Continue Reading →
Reality Check on Your Retirement Savings
Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no time like the present to ensure you are allocating enough Continue Reading →
Easy and Fun Ways to Teach Your Kids the Value of Money
You can’t overestimate the value of teaching your young children about managing money. The trick is to make the lessons fun and applicable to their daily lives. You want to Continue Reading →
Making Smart Investments for Your Family
Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart investing. Building a career and raising a family requires management Continue Reading →
What Mideast Escalation Means for Markets
The U.S. airstrike that killed the top Iranian military commander last week was a major escalation in Mideast tensions. In fact, it would be difficult to overstate the geopolitical significance Continue Reading →
The Smart Way to Save for Retirement and Pay Down Debt
It can be difficult, but not impossible, to save for retirement while paying down your credit card bills and student loans. Even small steps now can make a big difference Continue Reading →
Long-Term Care Choices
A look at three other long-term care (LTC) coverage options. Traditional long-term care insurance has grown costlier—and some of those who buy it may never need the coverage. There are Continue Reading →
Outlook 2020: Bringing Markets into Focus
Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. As we look forward to the year 2020 and a new decade, some key trends and market signals Continue Reading →