Financial transitions come in many forms: selling a business, death or divorce, inheritance or a windfall like the example mentioned.
Addressing what we should do with our retirement accounts is not usually our highest priority when life changes occur. For many of us, it’s easy to start an account and leave it as is while we move on in our careers and lives.
College expenses and associated debt are becoming a more prominent concern for families of all income levels. There are still many options for financing college education.
There are many people who are unfamiliar with Health Savings Accounts (HSAs), or are unaware of their HSA’s benefits.
Finding diamonds in the rough on the East Coast of the United States might seem a little far-fetched. However, if you own undeveloped property, you may be surprised by some figurative diamonds in the rough you might find on your property.
For years, wealthy clients have discounted or even minimized the benefits of Social Security in their long-term financial plans. Social Security and the timing of claiming benefits can significantly impact a client’s financial lifestyle in retirement.