Historically, young adults in their 20s and 30s were at the best age for buying their first homes. Nowadays, people ranging in age from 25 to 40 are facing first-time home-buying challenges. At today’s high prices, is it a wise decision to buy? What planning opportunities should first-time home buyers consider?
As a client, how do you know that your financial advisor has your best interests in mind? Getting the best financial advice is challenging and firms and advisors attempt to differentiate themselves as fiduciaries. This article is about what a fiduciary financial advisor is, the difference between fiduciary and suitability standards and what you should focus on as a client while planning your financial future.
It’s important to have fun, travel and leisure for balance. This article is about the importance of building travel and leisure activities into your planning and supplies interesting trends in personal and business travel.
Gray divorce is a term used for people ages 50 and older going through separation and divorce. However, divorce at any age can present financial issues and challenges but can be especially disadvantaged when their financial future becomes less secure. Though the challenges associated with divorce are never something anyone wants to plan for, read more to see what you should consider and how you can prepare yourself beforehand.
July is a good time for a financial checkup as it marks the halfway point of the year. Are you on track? It is helpful to have an optimistic view for the future. However, it is also prudent to be balanced. Life isn't meant to be easy and she has a way of surprising us. Here are four areas to check in on to make sure you stay on track.
President Biden recently unveiled the American Families and American Jobs Plan proposing that the government spend nearly $2 trillion on infrastructure and another $1.8 trillion on social programs which would be funded y tax hikes on the wealthy. Read more for a summary of some of the major tax proposals, their impact on you and the planning considerations you should review.
Even before COVID-19 and the ensuing recession, women faced unique challenges in savings and retirement planning. While a financial advisor can't single-handely reverse economic and social disruptions, prudent advice can help you navigate like's challenges and the next crisis du jour. Read more to see how you can address key issues an have greater confidence in money matters.
If you're looking to buy a home, should you wait with the hope of a price drop or should you jump in because prices are going higher and pickings are slim? It's virtually a seller's market throughout the country and trends in the rise of residential real estate have several planning implications. Read more how you can be prepared and try to make the right decision for your financial future.
Money tends to be a taboo subject regardless of where you are in life. But it can become a much more complex issue when you're getting in a serious relationship. It's not just about deciding whether to "go Dutch" and splitting the bill every time you go out to dinner. Read more to learn how you can discuss money matters and make financial decisions together.
The traditional ritual of spring cleaning can take on a new meaning this year. Just as your home doesn't declutter itself, your finances don't either. Your financial house doesn't have to be spotless, but planning and assistance go a long way in getting things in order. Here are six tips to discuss with your family and financial advisor as you break out your financial dustpan and start to get things cleaned up.