Last month, our Q&A focused on a few steps to take to help ensure your assets will transition to your heirs in a private manner without the court system getting involved. In addition, we...
Protecting your assets and taking the necessary steps to provide a smooth transfer to your loved ones is important. Oftentimes, certain steps are not properly addressed, and a person’s assets end up controlled by the courts. Fortunately, for most people, there are simple steps you can take to ensure your assets and personal belongings transfer in a private manner.
We get this question on a regular basis, usually when the stock in question has recently been in the news and has seen a meaningful move higher in price. When building portfolios, we choose high-quality companies with consistent and predictable earnings through a detailed evaluation process.
It is always the right time to revisit your investment strategy or asset allocation. In fact, we recommend that our clients meet with their advisor on a yearly basis, or following a lifechanging event, to revisit their risk tolerance, update their financial plan, and ensure they are still on track to achieve their goals.
Life insurance serves an essential purpose during your peak earning years. Providing financial support for your loved ones in the event of a premature demise is incredibly valuable. Later in life, the question becomes, “should I keep my life insurance policy?” The answer, like most financial advice, is “It depends.” This article provides general guidance when considering your policy.
As college costs continue to rise (the estimated cost per each year of college at a 4-year public university for today’s newborns is over $50,000 per the College Board, College Cost Calculator), it is important to evaluate different opportunities to save for college and invest sooner than later.
A “good” financial plan is one that is custom to your needs and will create a road map to help you achieve your goals. Depending on your situation, your plan can focus on a few life goals or provide a more comprehensive plan addressing your entire financial situation.