Here’s what boomer parents need to take into consideration to advise their millennial children.
The housing market is going strong right now. There are a
As promised, the band is back! One last blog focused on the numerous ways to save for your child’s future, a few that I will highlight are:
- UGMA
Are you a young professional wondering how to start investing long-term after building up a solid emergency fund? Or are you wanting to build up that emergency
SPOILER ALERT: It could be you that I have to watch, and frankly not only do I like you but you don’t mean any harm either.
In the financial services
When people think about fraud, they usually think about the big things like identity fraud, multi-million-dollar scandals that end up on NBC, or even some high
In today’s society, it has become a social norm for many marriages to have specific roles or duties for each partner to complete. One may pick the kids up from
When buying almost any appliance the salesperson asks if you want to “protect your investment” with a maintenance contract. Even Amazon offers maintenance
Estate planning is an important tool we use to make sure our assets in bank accounts and different investment accounts (retirement accounts, taxable accounts
Now is a great time to review your after-tax investment portfolio for appreciated stock holdings to use for charitable donations.
Here are some reasons why
If you haven’t read the first two installment of this series, you can find them here: New Kids On the Block, Part I, New Kids On the Block, Part II
You are
So you are purchasing a home, have a significant down payment, a great mortgage term and wonder if you should get a Home Equity Line of Credit (HELOC)
I received a remarkable reply to my recent blog, What’s the Different Between a Credit Card and a Debit Card? A dedicated reader sent me the following