Category Archives: Financial Planning

Family Easter

7 Smart Financial Moves for New (and Experienced) Parents

My wife and I had our first child in May. The moment they let us take our beautiful daughter home from the hospital without a nurse to guide us was when we realized the newfound responsibility that a child brings!

For the past nine years working as an advisor, I have been helping others plan for many of the important events in their lives, including marriage, children, retirement and leaving a legacy for their family. As I enter a new stage myself, I thought I would share some of the financial steps I took to help secure the financial future of my family.

A Life Story (With a Moral)

It’s funny how people sitting next to you on airplanes sometimes open up and like to talk. This happened to me last week with a gentleman who looked at me and decided I was a good person to talk to, or maybe I’m just a good listener.

He told me his whole financial life history. Don’t ask me why. I didn’t know him, and he didn’t know me, but I listened.

Identity stolen twice, divorced twice, both times expensive, and just remarried at age 66 to a somewhat younger woman who has significant debt.

His career has been varied. Fireman, CPA, boat captain, electrical engineer and now talking about retirement. He will be going from a high-income earner to a low-income retiree.

End-of-Life Documents: What Are They and Do I Need Them?

Lets say you are incapacitated by an accident or illness, this document allows the person you’ve chosen to act for you—and quickly. That can help you avoid a lot of problems, including hard-to-get guardianship and conservatorship rights. (If you are unsure of what either of these two terms means, this article makes it clear.)

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