In the words of the late Dick Wagner, “Financial planners help their clients spend less, save more and not do anything stupid.” There are a lot of choices you have to make in life, and some can cost you in the long run if you don’t have intelligent guidance. Many...
By Patrick Amey What parents need to know about saving for college If you’re saving for your child’s higher education, you probably have a lot of questions besides “When did college get so incredibly expensive?” One popular savings tool that I get asked about most is...
Will you be prepared? Will your family be prepared? That horrible phone call comes: A loved one is in critical condition. Or has passed away. You are a mom, dad, son, daughter, wife, husband, brother, sister, or dear friend. You must jump in and help. What now? Is...
By Stewart Koesten To be successful mixing finances and family, remember to follow these three tips: Involve both spouses Educate your children Communicate openly about issues 1: Both spouses should be in the know. Having one spouse handle most family financial...
By Jamie Bosse When we experience a major life change – getting married, having children, etc., often the first thing on our minds is not our will. However, it should be an important consideration if you want the final say of where your assets go once you die. If you...
