E.g., 07/02/2020
E.g., 07/02/2020
24search results
  | Financial Decisions

Financial planning when starting a family

Planning for significant life transitions is central to financial planning. As recent first-time parents, we can say with confidence that there may be no greater transition in life than starting a family.
  | Planning

4 Must-Dos Before Retirement

The last thing you want to do is retire and, a few years into it, find yourself scrapping for cash just to make do. Here are a few "to-dos" before you head into retirement.
  | Financial Decisions

5 Ways New Parents Can Go About Estate Planning

Busy parents have enough on their plates without adding estate planning, but with the joy of welcoming new family into the world, comes the responsibility to plan for the financial future of a family. Often, creating a will is probably the first thing that comes to mind when most people think about estate planning; there’s much more to building a stable financial future. One of the hardest parts of estate planning is knowing where to start. Luckily, we’re here to help.
After finally getting around to updating my life insurance policy since my second daughter was born, and shaming my husband into getting more organized (thank you!), I realized it was time to take a look at my broader estate plan. “Estate plan” sounds so official. Yes, there’s the big, adult-sounding things like an advance directive, will and power of attorney, but it’s also the things we need to access every day, like updated passwords, lists of accounts we use most frequently and how to access them, important contacts and other necessary details and documents organized and shared with the right people.
The past several months have been a difficult time for the many people across the country battling the global Covid-19 pandemic. The impacts reached almost every person, from essential employees and those who contracted the virus, to the general population sheltering in place to minimize the spread of the disease.
  | Investing

This year, give savings (not stuff)

The holidays are just around the corner, and if you have kids, grandkids, nieces or nephews, you’re probably racking your brain trying to figure out the perfect gift.
Financial planning is important throughout your life. Making sure you have basic protections in place, such as any life, health-related and disability insurance, to protect your assets is essential.

Pages