When it comes to saving for college, it feels like no matter what we do, the cost of tuition seems to be out of reach. As evident in Graph 1 below, over the past forty years, college tuition has risen more than twice as fast as the Consumer Price Index (CPI), averaging about 6.6%, compared […]
Digital Asset Planning 101: What You Need to Know and Do
Just a few decades ago the world seemed a lot simpler. You may own a house, a car or two, cash, some investments, and perhaps a boat or even a vacation home. These things could be divided into two categories: real (or tangible) assets and intangible assets. Then came the advent of the internet when […]
5 Tips for Newly Grads to Jump Start Your Future
Summer has officially commenced with the Memorial holiday, and that also means schools are about to come to a conclusion. Many college seniors across the country will be entering the “real world,” seeking full time employment. The years in college and all the part-time jobs have, hopefully, inserted fundamental personal finance principles that will help […]
Insomnia Guide: When a Loved One Passes Away
One of our most important responsibilities to our clients is providing guidance when it is needed the most. When the unthinkable but inevitable happens, be it sudden or expected, all of our logical senses do not make any sense at all. During these times, it is often difficult to make decisions and to know what […]
Contemplating a Move to Canada? Assess These Critical Financial Planning Considerations
Many of us joked about moving to Canada if Mr. Trump won the presidential election, which he did this week. Subsequently, the Canadian immigration website was overwhelmed with traffic and crashed shortly after the election result was announced. Whether there will be an exodus of Americans remains to be seen, and those seriously thinking about […]
