Planning for Diminished Financial Capacity
Planning for Diminished Financial Capacity According to the SEC, “’Diminished financial capacity’ is a term used to describe a decline in a person’s ability to manage money and financial assets to serve his or her best interests, including the inability to understand the consequences of investment decisions.”1 Of all the things we plan for, it’s […]
Continue reading ›College Transition Tips for Parents and Kids: How to Prepare for the Big Move
College Transition Tips for Parents and Kids: How to Prepare for the Big Move The time has come; your child is heading off to college! This can be a bittersweet event for you as a parent. If you feel a little lost, don’t worry, it is normal and expected. We have some tips for parents […]
Continue reading ›National Savings Day!
National Savings Day! Today is National Savings Day! It is important to make sure you’re maximizing your cash flow so that it works for you. Check out some helpful tips below for ways to help make saving a part of your lifestyle. Review your Cash Flow: Be strategic in the way that you build your […]
Continue reading ›Quarantined at Home?
Quarantined at Home? Financial Tasks to do During Quarantine: We understand that this is a difficult time for everyone. As the COVID-19 pandemic sweeps the world, you are likely spending more time than ever at home now. With money at the top of mind for many during this time, you may be wondering what you […]
Continue reading ›Congress Passed a Stimulus Package – Now What?
Congress Passed a Stimulus Package – Now What? We understand that this is a difficult time for everyone, and it can be overwhelming trying to understand the impact of COVID and the actions being taken as a response. Congress recently had a unanimous vote to pass a historic $2 trillion stimulus package called the Coronavirus […]
Continue reading ›Ways to Cut Wedding Expenses
Ways to Cut Wedding Expenses Most people consider the start of summer to be the starting of #weddingseason. However, according to a study conducted by Zola, the most popular month to get married in the past two years is October. There are several costs when it comes to planning a wedding. The five most expensive […]
Continue reading ›
Making Saving a Regular Habit
Making Saving a Regular Habit We all know the basics of savings – spend less than you earn. But how can we get into the habit of putting that money away? There are so many methods and reasons to save but it is important to make sure you start. The first step is having a […]
Continue reading ›
Budgeting Tips for the New Year
As 2018 approaches, you may be thinking about setting up a budget for the new year. Whether you want to use a physical system or a virtual one, budgets are an excellent idea for every family. They can help you see where your money is really going, and they can help you curb spending to […]
Continue reading ›
