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Image for Should You Create a Trust?

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.

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Aug 19, 2019

Want A Guaranteed Negative Return?

The recent sharp downward move in interest rates, coupled with recent downturns in the market, has created an interesting situation for some investors – guaranteed negative returns on nearly 25 percent of bonds currently trading. What could this mean for your portfolio? Read on for the details.

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Aug 14, 2019

College Students: Build Your Credit!

As college students prepare to head back to college, it's also a good time to think about their credit. We have ideas for building your credit that will have you acing the finances portion of your college education.

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Aug 12, 2019

Can You Recoup College Expenses with Tax Credits?

If you have a student heading off to college soon, now might be a good time to review your options for saving money on college expenses. A good place to start? Two tax credits – the AOTC and the Lifetime Learning Credit – that can reduce your tax liability by up to $2500 and $2000, respectively. We discuss the criteria for these credits and which might be better for your particular situation.

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Aug 6, 2019

Jump-Start Your Wire Transaction

Wire transactions can be a great way to move money from account to account quickly…but they can also come with their own set of headaches. We want the process to be as seamless as possible for you, so we’ve outlined several ways to jump-start your wire transaction and make the process easier.

Image for Challenges of the Sandwich Generation

Aug 6, 2019

Challenges of the Sandwich Generation

According to the Pew Research Center, 15% of middle-aged adults will end up financially supporting a parent and a child at the same time. If you find yourself in that 15%, you’re part of what has become known as the Sandwich Generation. We discuss what you should think about if you find yourself being sandwiched between the two generations.

Image for Parents: 4 Tips to Help Your Student Ace Finances

Aug 6, 2019

Parents: 4 Tips to Help Your Student Ace Finances

High school graduations are just around the corner and in the past year you’ve likely spent a lot of time helping your child determine their field of study as well as the right college.

Image for How to Make Tax Efficient Investments

Aug 5, 2019

How to Make Tax Efficient Investments

Taxes are an important consideration in investing. They should not be the sole driving force behind investment decisions, but investors should take them into consideration.

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