Things to Consider with a Credit Card Rewards Program
Rewards credit cards offer a great way to profit from using a credit card. If you have good credit and don't carry a monthly balance, you can...
Sep 30, 2019
money
Pearls of Wisdom: Following your Passion into an Encore Career
Did you know that traditional retirement, the idea of taking an endless vacation starting in one’s fifties or sixties, is losing it’s appeal? As people enjoy longer, healthier lives we are seeing more interest in a new concept among our early-retiree clients – pursuing an Encore Career...
Changing Jobs? What You Need to Know (Part 1 of 2)
Whether you’re making a planned transition or have found yourself unexpectedly let go, it can be both exciting and daunting to change from one...
Weddings: To Pay or Not to Pay?
A month ago, Valentine’s Day, many happy couples likely said “Yes!” to their futures together. Such an exciting time for everyone involved; the happy couple, their families and friends. But now, the planning begins and the conversations about who’s paying, and for what, come to the surface!
Exchange Traded Funds (ETFs): A Quick Primer
ETF assets continue to show robust growth in assets. So, given its wide appeal, it makes sense to discuss what an ETF is, and how it works.
Who Can You Trust with Your Trust?
Here’s a scenario: you’ve taken all the steps to get your estate in order, including the establishment of a trust that will benefit your children until they are old enough to handle a substantial sum. Since the success of a trust depends on the trustee(s) you choose to manage it, how do you decide who should fill this role?