If you are the child of a baby boomer the stress of providing long term care for your parents as they age may feel overwhelming Older adults often require caregiving essentials including medication housing adult day care and special mobility accommodations among other things This process may be further complicated if you split the costs between hellip
People tend to spend more money during the summer months Vacations outings increased energy usage higher gasoline prices higher grocery bills and children being out of school are all reasons for higher spending Even families who pride themselves on their financial planning may find themselves in the hole if they do not plan for the hellip
We expect to see a wide variety of donations in 2022 While most giving continues to come from individuals this year organizations and businesses continue to play a crucial role Below are some philanthropy trends for 2022 that define the giving space Philanthropy as Civic Engagement In an increasingly polarizing period of history philanthropists are hellip
Despite being one of the most well known investment schemes Ponzi schemes still result in considerable losses In 2020 a hundred years after the incident for which the scheme is named investors lost $3 25 billion in funds the highest in a decade Even intelligent people are not immune to falling prey to well laid schemes hellip
Estate planning is one of the best ways to plan ahead and provide for your family in the future A well written plan will involve a lawyer that can walk you through the strategies and potential estate planning pitfalls of crafting an estate plan Crafting a solid estate plan is rarely easy given the emotional labor hellip
Many individuals receive money messages that they assume are true However financial advisors argue that spending habits are less about right versus wrong and more about determining how money can enhance individual goals and values In this Wealth Matters radio show we sat down with David Geller Director of Behavioral Wealth Management at Wealth Enhancement hellip
No matter how much knowledge you have about wealth management and investment everyone is capable of making irrational financial decisions Many individuals approach finances for themselves their families and their business with a set of preconceived notions that they may not be aware they have This may lead to investment choices that are a poor hellip
Having a financial plan for and educating your family is generally the best way to assure that your family will be able to sustain its wealth But less than ten percent of families are able to sustain their wealth through the fourth generation In our latest Wealth Matters episode we sat down with two special hellip
Employee Stock Ownership Plans ESOPs are a type of employee benefit plan that companies can participate in They are qualified retirement plans that buy hold and sell company stock for the benefit of the employees With an ESOP a trust is established and each year the employee makes tax deductible contributions of company shares that are hellip
Financial literacy is the ability to understand personal finance budgeting and investing and then use that knowledge to make good financial decisions A person 8217 s ability to effectively save money and avoid financial setbacks relies on their financial literacy When you understand every aspect of your finances you ll be able to set short and long term financial hellip
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