Wedding gift funds are a unique opportunity to invest in your future as a couple. However, it’s important to resist the temptation to use them for immediate gratification. To make the most out of your gift funds, consider setting aside a portion for short-term goals or a down payment on a home and investing the Click Here to Continue Reading This Article […]
Becoming a parent changes everything — your priorities, your sleep schedule, and most of all, your finances. It’s hard to know where to start when you’re budgeting as a family for the first time, but don’t let that scare you away from taking the reins on your family finances. This guide offers advice on some Click Here to Continue Reading This Article […]
Image via Unsplash Whether you’re already a parent or plan on having a family one day, it’s important to have a financial roadmap for your future. Having a wedding, planning for children, and preparing for other milestones takes some time and effort. A good financial plan also has the flexibility to change when life inevitably Click Here to Continue Reading This Article […]
Money Matters | Make Peace with Your Money Need ways to budget, save, and simplify in these stressful times? Start here. Over the next few months we will cover some common questions with a plan of action. Q. We’d like to cut back on spending and boost our savings in hopes of feeling more secure. Click Here to Continue Reading This Article […]
Need ways to budget, save, and simplify in these stressful times? Start here with our on going series over the next few months where we will cover some common questions with a plan of action. Money Matters – Make Peace With Your Money Q. I need a bigger cash cushion in case I lose my Click Here to Continue Reading This Article […]
Need ways to budget, save, and simplify in these stressful times? Start here with our on going series over the next few months where we will cover some common questions with a plan of action. Q. What can my spouse and I do to avoid arguing about money these days? A. The key to keeping Click Here to Continue Reading This Article […]
I receive great newsletters from my financial advisor and often pass them on to my friends. This month’s newsletter I found to be very useful for all you newly engaged nesting couples out there. The economy has been set on whirlwind speed as of late and at times it seems difficult to keep up and Click Here to Continue Reading This Article […]
Today I received some great information to assist me in my financial planning throughout the year. It is a schedule of 2010 contribution limits and tax guidelines from Bank of America/Merril Lynch. I thought that you may also find this information helpful for your own financial planning. Remember, if you have any questions regarding financial Click Here to Continue Reading This Article […]
Studies have shown that over 90% of your investment results – both risk & return – are determined by your asset allocation, and not by which specific stocks or bonds you own. With the markets in flux again, it makes sense to revisit the principles of asset allocation, and understand how they apply to the Click Here to Continue Reading This Article […]
