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Financial Planning » Webinar: College 101 - Focus on Finances
August 28, 2019 | Financial Planning
Navigating the college application process can be a challenge – especially when it comes to finances. How do you know if you’re eligible for student aid? What’s the difference between scholarships and grants? How do you save and pay for college? What are the …
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IndividualsFinancial Planning » Financing a College Education
August 02, 2019 | Financial Planning
The cost of an undergraduate education has skyrocketed over the past several decades. Specifically, over the last decade the increase in the cost of college has exceeded the increase in the cost of most goods by an average of 3.2% per year. The cost of college can vary based on whether a student …
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Individuals
Financial Planning » 3 Ways to Determine How Much Life Insurance You Need
June 28, 2019 | Financial Planning
Life insurance is a financial tool that can help individuals accomplish a variety of financial goals. Most commonly, life insurance provides for dependent family members in case of premature death. Life insurance can also be used to fund certain goals, such as a child or grandchild’s future …
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Individuals
Financial Planning » How Investors Should Handle Market Selloffs
May 29, 2019 | Financial Planning
When times are good, investors tend to think the good times will go on forever; and when times are bad, it can feel like the pain will never end. Heading into the end of last year, investors were enjoying one of the longest bull markets on record. US stocks reached levels up over 400% from their 2 …
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IndividualsFinancial Planning » Webinar: How Near-Sighted Investment Decisions Can Impact Your Future
May 23, 2019 | Financial Planning
Planning for retirement can be a daunting task, especially for investors who have taken a more hands-on approach to managing their investments. In this webinar, we discuss the importance of understanding the impact investment decisions made today can have on your future. Our …
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IndividualsFinancial Planning » Prosper, Volume Two
May 15, 2019 | Financial Planning
Our Family Wealth Management team is committed to helping people navigate the complexities and uncertainties that exist when preparing financially for their futures. In Prosper, we address a diverse range of planning challenges to ensure your legacy lives on, including useful information on …
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Individuals
Financial Planning » Today’s Household CFO
April 22, 2019 | Financial Planning
When it comes to investing and managing household finances, women’s roles have evolved. Just as the number of women in the workforce has drastically increased over the past several decades, so too has the number of women who have taken on the responsibility of their family’s finances. In fact, …
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Individuals
Financial Planning » 3 Ways to Effectively Use Grandparent-Owned 529 Plans
March 20, 2019 | Financial Planning
Spring can be a busy time of year, especially for families with high-school seniors ready to take the next step to college. In addition to thinking about college acceptance letters, parents (and grandparents) should be thinking about how a 529 account can help pay for college when your child or …
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IndividualsFinancial Planning » Webinar: Important Tax, Savings, and Benefit Updates for 2019
February 14, 2019 | Financial Planning
Every new year seems to bring changes to tax laws, Social Security benefits, healthcare, and more. 2018 in particular ushered in significant changes under the Tax Cuts and Jobs Act. In many cases, some of this information can be difficult to locate or understand which can make …
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IndividualsFinancial Planning » Ready, Set, Go! Financial Resolutions for 2019
January 28, 2019 | Financial Planning
It’s a new year and there’s no better time to think about resolutions to get on track to meet your financial goals for 2019 and beyond. So let’s jump in with these six financial resolutions: Understand your net worth. To help get your financial situation in order, understand your net worth …
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Individuals