Let Sabina take you through our quick guide to review and update your financial accounts and safeguard your assets.
Why and How To Update Beneficiary Designations
Are your beneficiary designations out of date? Do you even know which accounts have beneficiaries and whom you’ve designated? It’s easy to lose track of what should go where, but it’s one of the most important pieces of your proactive financial strategy.
Use our quick guide to review and update your financial accounts and safeguard your assets!
“Back To School” Series #2: The Art & Science of When to Pay Education Expenses
Video - Back to School - Part 1: Saving for Higher Education
As students head back to the classroom this month, education is on the minds of parents across the country. And one key concern of parents — whether a child is just starting kindergarten or is off to high school — is how to fund the rising cost of college. Watch Sabina take you through your options.
“Back To School” Series #1: Saving For Higher Education
Video - Best Tax-Deferred Retirement Plan - Part 2
In Part 1 of this series, we looked at the best tax-deferred retirement plans for Self-employed, Freelancers & Small Business Owners. Then we were asked about highly profitable small business owners who want to, and are able to, contribute more than the $57,000 upper limit for SEPs or 401(k). So what are their options?
Part 1 - Best Tax-Deferred Retirement Plan Options
One key to your financial independence is saving for your retirement in a tax-deferred and therefore tax-advantaged plan, whether you are self-employed, running a small business, or just freelancing for extra cash. What’s the best one for your unique situation? In part one of our best retirement options we recount a few most commonly seen scenarios to help you navigate this important decision.
6 Things to Consider for Your Midyear Financial Review
Preserve Your Own Retirement Nest Egg While Providing Care for a Loved One
Care and Costs are two sides of a coin when it comes to taking care of your loved one. Increasing expenses may cause pressure even to the ones with strong financial background. You may need help from a few expertly approaches to restructure and balance the scenario, in order to avoid depleting your own retirement fund.