Consider the “why” when gifting assets
When it comes to gifting assets and passing down an inheritance, too often we fixate on the “how,” but don’t consider the “why”. In other words, although the mechanics of making gifts and transferring assets…
Three things to consider when buying a vacation property
A lakeside cabin to enjoy retirement or getaway home to vacation with family is a dream for many of us. Purchasing a vacation property requires considerations that are distinct from buying a primary residence, but…
Is your family prepared for the unexpected?
It’s not a topic that most of us like to think about, but the truth is we should. That topic is an unexpected loss of income because of death or disability, and a sizable portion…
A health savings account for a healthier financial future
Health insurance is so complicated that many people and businesses would rather stick with what is familiar, even if they don’t like it or fully understand it, than try something new. However, it may be…
The power of budgeting at any life stage
Budgets get a bad rap. In reality, they give people power over their finances, and when managed well, can put a person in a position to decide if they want to seize an opportunity or…
Help your family have a healthy relationship with money
It’s surprising how little families talk about financial matters. While no one would claim that money is more important than family, financial issues are a top cause of stress and dissent that can strain family…