Helping Your College Grad Achieve Financial Independence

The goal for most parents is to raise children who grow up to be successful and independent. And young people who recently finished college are especially eager for independence. However, rent, student loan repayments and other financial obligations can make it a struggle to get started in life. Some parents may consider offering their children… Continue reading

Protect Yourself and Your Future with an Estate Plan

Wills, trusts, powers of attorney — what do all these things mean? No question, estate-planning jargon can be confusing. Yet, having a plan is an important part of your overall financial wellness. Let’s walk through some basic terms, concepts and tools to help you better understand the components of estate planning. A Will Comes First… Continue reading

Investing for Life Stages

Everyone’s attitude toward investing and money is different. Yet, most people share some common situations throughout their lives. For instance, as you grow older time certainly affects how you invest for retirement, but what about other life stages that aren’t related to age? Let’s say you’re 40 and expecting your first child. You’ll need to… Continue reading