In today’s world, the average human lifespan has increased significantly. Thanks to advancements in healthcare and improved living conditions, people are living longer, healthier lives. While this is undoubtedly a positive development, it also poses unique challenges, particularly in terms of financial planning and retirement savings. As individuals now need their assets to last longer, […]
As the cost of education continues to rise, many families are looking for ways to save money for their children’s college education. One popular option is a 529 plan. What is a 529 plan? A 529 plan is a tax-advantaged investment account that is designed to help families save for their children’s education. The name […]
Overview New to personal finance? Nicole Offerman and Rachel Moran can help you determine what to do with your money! Watch this webinar to learn more about the following: Identifying your priorities and time horizon Determining the required contribution needed to meet your goals Understanding the different types of accounts Developing a spending plan Determining […]
Joining finances represents a critical juncture for financial decision making that has a lasting impact on a couple’s future financial position and impacts the future stress and tension money can have on a relationship. Here are considerations for couples combining finances . Sharing a Macro Perspective (Seeing the Same Big Picture): Money. It’s one of […]
You recently graduated from college – you have your shiny new degree, a great job and are ready to tackle the world. Congratulations! Now is the perfect time to think about the best way to manage your newfound income. Maybe you’re living on your own and need help navigating your expenses. Perhaps you’d like to […]