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The first step in the Plan Single process is to know what you have and where it is. Consolidate everything you need in one place.
- The adage that “opposites attract” can lead to some serious problems when married partners disagree on the fundamentals of how to manage their household finances and investments. Maybe you grew up in a frugal household where thriftiness and the value of saving money were emphasized. Meanwhile, your partner was raised by big-spending parents who racked up lots of debt. The result? A fundamental mismatch in …Read More »
- If you are someone who considers yourself responsible and prepared when it comes to your finances, you have likely worked with a financial planner, lawyer, accountant or other financial professionals in an effort to properly manage your assets and financial legacy. However, even the most careful planners can’t prepare for something if they aren’t aware of its importance. Whether for yourself or for aging parents …Read More »
- Whether you are single, engaged to be married, or celebrating your 25th wedding anniversary, you need to have a detailed financial plan in place to achieve your long-term goals. But establishing a financial plan is not a “set it and forget it endeavor.” Just as you should get an annual physical examination to ensure your physical well-being, you and your partner should revisit your financial …Read More »
- Compared to women who came of age in the 1950s or earlier, young women today have significantly more financial freedom. Women are graduating from university at higher rates than men are. They are also assuming more leadership roles in the workplace. While there is still more progress to be made in terms of pay equity and sexual harassment within the workplace, women today have more …Read More »
- Any financial planner will tell you, cognitive decline can become a serious issue for their older clients. Sometimes it happens gradually over time, and for some people, dementia symptoms can hit suddenly and much earlier than expected. The fact is, most of us who are fortunate enough to grow older will experience some level of cognitive decline in our lifetime. Not only can this affect …Read More »