First steps to take for first time homebuyers
TV shows and realtor advertisements do a great job of showing the last step of becoming a first-time homebuyer – smiling while you take possession of the keys on the front step. It’s no surprise…
Living trust or will? Here’s why the answer is often “both”
The most important things you pass on to your loved ones are memories and values. For everything else, you’ll need an estate plan. A plan helps transitions go faster, smoother and gives you more control….
In the middle of everything: Tips for those caring for both kids and parents
It’s called the “sandwich generation” – mid-career people who are caring for kids still in the house and taking on more care for their aging parents as well. The challenges people in this situation experience…
Should your business offer a retirement plan benefit? Here’s what to ask yourself
Retirement benefits are among the best known and most desirable employee benefits offered. So why don’t more businesses offer them? First, of course, not all tools are right for every situation. But there also can…
What is a 529 plan, and why should I open one?
You don’t need a Ph.D. to know the costs of education have risen dramatically in recent decades. Many parents worry about how they will pay for their kids’ schooling from they day they are born….
5 things you gain from financial guidance
Do-it-yourself is a great approach for some things, yet most people aren’t equipped to be their own doctor, lawyer or mechanic. And when it comes to planning out your financial life today and in the…