Tag Archives: Financial Planning

Financial Advice for the Newly Divorced

If you find yourself amongst the recently divorced population, you may be feeling not just the loss of a partner, but also the absence of the second paycheck. Chances are pretty good that you have lived your life based on … Continue reading

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Financial Advice for the Newly Married

Congratulations on finding the love of your life and pledging your commitment to each other! Now that the honeymoon has passed and you have begun to adjust to your new life together, it is time to set yourselves up for … Continue reading

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Financial future as a graduation gift? It’s easier than you think!

As you begin to shop for the new graduates in your life, consider the case below and think about giving them a step in the right financial direction. While many advisers look for Millionaires (I don’t mind working with them … Continue reading

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Reverse Mortgages: A Salvation For Seniors?

In recent months, we have seen a growing number of celebrities on TV promoting reverse mortgages. In today‚Äôs economy, many retirees are faced with mounting debt and inadequate incomes. For many, their home is their most valuable, and perhaps only, … Continue reading

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A Lower Stock Market Can Help Estate Plans

Even though the stock market has been rebounding since March, it’s still down significantly from where it was before it started tanking a year ago. If you have a sizable estate, you might very well have watched it shrink over … Continue reading

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