by Jake Ness | Feb 21, 2023 | Financial Planning
Start to Plan Having both an emergency fund and a plan for long-term investing is important. Taking the time to think through any large expenditures you may incur in the near or distant future is key when planning your post-emergency fund savings. To start, assess if...
by Kreitler Financial | Feb 16, 2023 | Financial Planning
When you are married you likely intend to spend forever with your spouse. Through uniting legally and financially with your spouse you are expressing a reflection of your emotional bond with one another. Of course, this is all wonderful and there is nothing wrong with...
by Melissa Taylor | Feb 14, 2023 | Financial Planning
Saving in Custodial Accounts There are many ways to save for your children and grandchildren’s future expenses, including education. One option is to save into a custodial account that benefits the child. What is a Custodial Account? A custodial account is really...
by Jake Ness | Feb 7, 2023 | Financial Planning
There are many options when it comes to choosing a strategy to manage financial assets and make investment decisions. For the most part, your strategy should be specifically tailored to meet your financial objectives. This will include balancing risk of loss with...
by Kreitler Financial | Feb 2, 2023 | Financial Planning
When a family member or loved one dies most people want time to themselves and cherish their privacy. This can be particularly important when having to go through the process of administering an estate through the probate courts. However, many people may not realize...
by Kreitler Financial | Jan 31, 2023 | Financial Planning
Everybody in the world is connected to each other in one way or another through global human society. For many this truth is a driving force for how they live their lives. If this is the case for you it might be important to you that you leave a legacy behind that...
