We can help you make a plan to care for your dependents.
Whether you are planning to become parents soon or further down the road, there are ways to start securing your financial future now to set yourself up for success wherever your life journey takes you.
Quite understandably, most people have little or no experience in settling an estate. There are a myriad of actions to be accomplished, each one of them important, and no one knows in what order tasks need to be completed, let alone how to weave through the legal dynamics. So what can we do to help?
Not sure where to begin with estate planning? Start by learning about the various roles you need to fulfill.
It’s true what people say about having kids: the days are long, but the years are short. When it’s time to send your child off to college, you may feel sentimental, but there’s no need to feel unprepared. With so many options to save for your child’s future, you’ll be able to find the one for you.
When their grandchildren get older, my clients will often pose the question of how to help them out without just giving them money directly.
In this day and age, the idea of teaching your child how to balance a checkbook is outdated. The next generation will live in an entirely digital world. Check out these creative tips to make financial literacy fun!