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Image for Circling Back on WeWork

Oct 14, 2019

Circling Back on WeWork

In July, WeWork was one of the most talked-about IPOs in years. At that time, we noted that it was too early to say what would happen, but said: “it should be very interesting to watch it all play out.” In the span of 30 days, WeWork went from one of the most-anticipated IPOs of 2019 to an indefinitely delayed IPO and a business looking like it could be in trouble. What went wrong, and what’s next?

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Oct 6, 2019

If You Die with Debt, Who Pays?

When a family member dies, who is responsible for their debt? The answer is, it depends. Many times the answer is no, but that is not always the case. Either way, beware of collection agencies that may try to convince you that the onus is on you. Read on for details.

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Sep 30, 2019

Strong versus Weak Dollar - Which Is Better?

Currency exchange rates around the globe are always fluctuating, including our U.S. dollar. Right now the U.S. dollar is “strong.” That’s a good thing for your wallet and the economy, right? Not necessarily. Economists can make a valid argument either way. Take a look at what determines the strength of a currency and the impact it can have.

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Sep 23, 2019

Want to Lower Your Medicare Premiums?

If you’re nearing retirement age, you’re probably thinking about Medicare and the potential premiums. Did you know premiums can vary based on plan type, enrollment date and your income? You’ve worked hard for your retirement savings, make sure you’re in the know about Medicare premiums so you can avoid a costly mistake.

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Sep 16, 2019

Investing Lessons from Mount Elbert

Any mountain climber will tell you that reaching the summit requires preparation, patience and perseverance – and the same goes for investing. Without a plan, patience, and the persistence to grow your investments despite volatility and risk, you can’t reach the “summit” of your investment plan. We explore the lessons you can learn about investing from the perspective of a mountain climber.

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Sep 12, 2019

Disability: It Could Happen to You

Disability insurance can be a confusing topic – how much coverage, which definition of disability, elimination period…But with each working adult having a 30% chance of being disabled during his/her career, it’s crucial to understand disability insurance and how it can help you make ends meet if you become disabled.

Image for The “Not-So-Trivial” Responsibilities of a Trustee

Sep 9, 2019

The “Not-So-Trivial” Responsibilities of a Trustee

Becoming the trustee of a trust or choosing a trustee for your trust is not a decision that should be taken lightly. There are many traits you should be looking for and responsibilities you should be aware of before committing to choose or become a trustee. We’ve broken down the responsibilities, as well as what qualities a trustee should possess to help make the process a bit easier for you.

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Sep 8, 2019

Should You Create a Trust?

Many think of trusts as estate planning tools that only apply to high-net-worth individuals, but in reality a trust can be helpful for anyone with estate management and distribution goals. Unsure if a trust would be beneficial in your situation? We’ve outlined the basics of trusts and their benefits for you.

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Sep 3, 2019

Is Your Bond Portfolio Putting You at Risk?

When it comes to your investment portfolio, taking risk shouldn’t be a foreign concept. But many don’t necessarily think of risk when investing in bonds. We discuss the types of risk you would commonly find in the world of bonds and highlight what those risks could mean for your portfolio.

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Aug 27, 2019

The True Cost of Children’s Sports

Youth sports can bring a host of benefits to the athlete, but it can be a real drain on a parent’s wallet. Before diving into the world of youth athletics, it’s important to understand the full costs you’re committing to when your child participates. Read on for one staff member’s experience with elite youth sports – hopefully you’ll benefit from her naiveté and be better prepared for the financial impact.

Image for Legal Medical Documents: Don’t Leave for College Without Them!

Aug 26, 2019

Legal Medical Documents: Don’t Leave for College Without Them!

As your child heads off to college, you might feel a bit of relief knowing that your job is done...at least for a few months. But if you don’t have legal medical documents in place for your child, your job just became much harder should your student be hurt or incapacitated while away from home. Read on for our advice on documents it makes sense to have in place so you can make healthcare decisions for your child should he/she be unable to.

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Aug 20, 2019

Understanding Equity Compensation

Equity compensation can be a confusing topic for many workers, but it’s becoming a more common and accepted method of payment to workers, especially in the tech sector. We explore the types of equity compensation and what a payout might look like for you.