The year is winding down, and the holidays are in full swing. You know what that means: the new year is rapidly approaching. With the talk of resolutions and the added pressure of a new decade, it can be overwhelming to think about planning ahead. However, there’s still time to set yourself up for success
Buying a house is an exciting and sometimes slightly terrifying experience in many people’s lives. If you’ve never bought a house before, the process can be daunting. It’s fairly overwhelming to say the least! However, owning a home is a big part of the American dream. Once you close on the home and get settled
A growing concern for many people in their 50s or 60s: Will my mom or dad become the victim of elder fraud? Sadly, the chances are pretty good. In fact, at least 20% of older adults have been victims of elder financial abuse, according to the Center for Financial Services Innovation. Scammers are getting more
Once thought to give a “leg up” when kids enter the real world; in today’s real world of information, complex options and decisions, understanding investing as an adult is now more of a necessity. Investing is a tool to earn money that your child can use their entire life. Since finance is typically not taught
Michael Farrell, a wealth manager to millionaires, believes there’s much more to inheritance than handing over money. Farrell is managing director of a wealth management firm whose typical client is worth at least $10 million. “We tend to work with a lot of first-generation wealth creators. They have a bit of a blue-collar mentality about their
The holidays are a time for family, friends, and giving. And, while gifting presents to loved ones is a hallmark of the holidays, charitable giving is also at its highest during this time of year. According to research by Nonprofit Source, nearly one-third of annual giving occurs in December, with 10% of all giving coming