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Life Events

LIFE IS ABOUT MORE THAN JUST DOLLARS AND CENTS

College funding

College funding

The cost of college education is one of the most expensive, but in many cases, most important expenses we can incur today. To fund this expense, many students take out loans that they then have to figure out how to pay back after graduating college. Having a strategy in place to tackle these loans can make the difference when it comes to being financially secure.

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Managing the cost of transportation

Managing the cost of transportation

Buying a new car can be an exciting experience. With hundreds of options of cars to choose from and numerous add-on features and high pressure salespeople trying to get you to buy on the spot, it can be easy to get wrapped up in the purchase without spending enough time to figure out what you can afford and whether you are getting the best deal when it comes to financing.

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Home, investment, wealth protection

Home, investment, wealth protection

Owning your own home is the American dream. However, purchasing a home, whether it is your first home or a second vacation home, can be a challenging process. Before searching for homes and getting your heart set on the perfect one, you will need to figure out what you can afford and get approved for financing.

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Worry about birthdays, not payments

Worry about birthdays, not payments

Having a child is an exciting but scary step and money can be a big part of that worry. Before considering having a child, you should consider the financial consequences but don't let that scare you off either. Many parents may not necessarily feel ready for the emotional or financial aspects of parenthood but are able to adapt with a little planning ahead of time.

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Investing in your child's future

Investing in your child's future

One thing that all parents can agree upon is that they want their children to succeed in life. In today's environment, a college education is seen as a basic requirement for many jobs, but that education comes with a hefty price tag in most situations. Planning ahead and using a number of resources can make this large expense much more bearable and can allow your child to focus on what is important, their classes, and not worry debt accumulating that they will have to figure out how to repay after they graduate.

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Give back... the right way

Give back... the right way

Giving back to those in need is one of the most rewarding feelings in life. Many organizations rely solely on the support of donations from individuals to remain in business. There are different strategies you can use so you can also receive the tax benefits that come with your charitable gift.

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Focus on what's important

Focus on what's important

Unfortunately divorce happens. This can be a very emotional time when you are separating not only your lives but also your belongings with your spouse. It can be helpful to have a level-headed financial advisor to help walk you through the process and plan for future life events after the divorce is finalized.

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Making sure it stays where it belongs

Making sure it stays where it belongs

Many of us want to leave something behind to our loved ones besides just our memory. This can sometimes be a challenge depending on your tax bracket and the tax laws at the time. Proper planning and consulting with your estate attorney can ensure your loved ones can enjoy the gift you leave them with, without significant burdens such as excessive taxes or legal challenges.

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