Expert Insight on Financial Independence for Women
The Women’s Guide to Financial Independence
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Intergenerational Planning: Time to Start Planting Seeds
It takes the average recipient of an inheritance 19 days until they buy a new car.1 Over the past several years, some of our clients have participated in client advisory boards in which they tell us what they want and what keeps them awake at night. One of the biggest challenges is bringing up finances…
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Could a reverse mortgage be right for you?
If you are up late at night, you might have seen the TV commercials with your favorite stars of yesteryear and thought that reverse mortgages were only needed if you had nothing left—a last resort whenever every other option has been exhausted. Changes to the FHA insured Home Equity Conversion Mortgage, or HECM, have changed…
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Thoughts before Funding a 529 Plan
The new tax law was amended to allow tax-free distributions of up to $10,000 per year from a 529 plan for elementary and high school costs starting in 2018. This is an added benefit and can be an advantageous tax break for parents starting to save for their young child’s education. College costs have outpaced…
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What Constitutes the Art of Practicing Financial Planning?
The below chapter is from “The Art of Practicing and the Art of Communication in Financial Planning” (Click here to purchase the book.) Why would one use the word “art” when describing the practice of financial planning? The most highly qualified planners have gone through rigorous education and testing in order to acquire licenses and certifications. They…
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Should I invest in Bitcoin?
Bitcoin discussions have plastered the financial media over the last couple of weeks, making everyone wonder whether this new digital currency is the next bubble. Although there have been many innovations in digital currency markets and crypto-currency does have some advantages, before taking the plunge, make sure to look at the risks. The Bitcoin concept…
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A Baby Changes Everything – Part 2
Hopefully, you’re ahead of the game, reading this prior to your baby’s arrival, so you will be somewhat prepared for everything yet to come. However, I don’t think there is any way to be completely prepared for how life as you know it will be changing with the arrival of your new little love. During…
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