Downloadable Guides
Sharing the financial plan
Sharing the Financial Plans
Sharing the plan means being organized and proactive as you prepare your contingency plans. Your partner may never need to take over, but if they do they will be far better equipped to navigate a challenging life event.
Donor-Advised Funds
Donor-Advised Funds
A donor-advised fund (DAF) gives individuals a chance to support their favorite charities. However, the rules for a DAF are different than traditional charitable gifts. It allows the account holder to store their funds for a certain amount of time before distributing the funds the donor's preferred charities.
You're Having a Baby!
You're Having a Baby!
Starting a family is often one of life’s first major milestones. It is both tremendously exciting, a little scary, and involves a great deal of change. To be prepared, there are several things you can do now that will ensure your growing family is in the right financial position. It bears mentioning, that the earlier you can move through this list the better. It is much more difficult to address these tasks when you have a newborn keeping you up at night or a toddler wrapped around your leg!
Moving in Retirement
Moving in Retirement
Retirement is often a natural time of change and transition. Once work, school districts, and other such considerations no longer apply, people naturally turn their attention to weather, leisure activities, and other factors. That said, while you may have always dreamed of living on the beach, moving to a new community is not the same as a two-week vacation. While it is not always a mistake, making a hasty decision around moving in retirement can be incredibly costly if it is not a good long-term fit.
Buying a Home
Buying a Home
Purchasing a home is often the most exciting, nerve-wracking purchases most people make in their lives. Here is what you need to know in order to make a good investment.
Buying a Car
Buying a Car
For many people, nothing inspires more dread than car shopping. Buyers are making a major financial decision on a product they will use every day for years while negotiating against seasoned professionals. Here is how you can ensure that you make a good financial decision and get the best possible deal.
