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Finding Your Wealth Management Rock Star

Hiring the right wealth management firm can be critically important. With so many wealth management companies vying for your “wealth,” however, it can be daunting to drill down to uncover the details and information that can make your choice a difference-maker. To help you find the right wealth manager, we suggest you look for a firm that focuses on the following attributes:

2020-10-20T20:43:09+00:00Good to Know|

Planning Checklist for Your New Financial Future

This checklist was created to help you organize your affairs before or during a divorce. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with your “divorce team”: your legal, financial, and tax advisers. The time to get these professionals involved is at the beginning stages of divorce, but it’s never to late to get started. Your financial advisor will be able to help you prioritize your financial goals throughout the divorce process.

2020-10-09T20:44:30+00:00Divorce, Good to Know|

Divorce Planning Checklist

This checklist was created to help you organize your affairs before or during a divorce. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with your “divorce team”: your legal, financial, and tax advisers. The time to get these professionals involved is at the beginning stages of divorce, but it’s never to late to get started. Your financial advisor will be able to help you prioritize your financial goals throughout the divorce process.

2020-10-09T20:02:50+00:00Divorce, Good to Know|

Getting to the Other Side of Divorce

With the many moving parts in the divorce process, there are steps you can take to help you get to the other side efficiently and with an outcome that is beneficial for you. in this article I’ve outlined tips and guidelines to help you avoid mistakes along the way.

2020-10-09T20:49:04+00:00Divorce, Good to Know|

Heading South for Winter

The weather is starting to get chilly and, for many, it’s that time of year to pack your bags and head south for the winter. With the pandemic as a new factor, there are a few things to consider on top of the usual checklist:

2020-10-09T20:17:44+00:00Good to Know|

Considering an Electric Vehicle

Various futurists predict that electric car sales will exceed that of internal combustion cars. It’s coming, but when? China and Norway will go all electric by 2025. Almost 60% of new cars sold in Norway are Electric Vehicles (EVs). Entire countries, including the Netherlands, France, Germany, the UK and India, are seriously considering banning the sale of all internal combustion engines.

2020-10-08T16:01:34+00:00Good to Know|

Home Refinancing: Golden Goose or Hidden Pitfall?

In the midst of 2020 market volatility, economic crisis and coronavirus fears mortgage rates just dropped to the lowest in recorded history. While home mortgage rates were already quite low by historical standards, this new wave of even lower interest rates could potentially provide you with a great opportunity to refinance your current home mortgage. What should you consider before taking the refinancing plunge with the cheaper mortgage “golden goose”?

2020-09-01T17:46:13+00:00Good to Know|

Spousal IRAs: A Quick Guide

A “spousal” Individual Retirement Account (IRA) allows a spouse with little or no compensation from employment to open a separate IRA and complete contributions based on the other spouse’s income. I’ve put together this quick guide to help you evaluate whether a spousal IRA might be beneficial for you.

2020-10-09T20:56:26+00:00Good to Know, Retirement|

Widowhood: How to Prepare, and What to Do Next

The shock of losing a spouse is perhaps the toughest emotional adjustment for anyone in their lives. The financial decisions that follow the loss of your partner can also be immense and immediate. It is easy to become paralyzed and overwhelmed with what needs to be done, and when.

2020-10-09T20:52:47+00:00Good to Know, Widowhood|
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