Wealth Management

Should You Buy or Rent Your Next House?

Whether you’re moving out of your parent’s home for the first time or looking to relocate you're likely considering whether you should rent or buy your next house. Many different factors will influence your decision, including: Budget Family size Pets Location Preferences It can be tough to consider whether it is better to rent or buy,[...] Continue reading

Smart Financial Gift Ideas for the Holiday Season

Although the holiday season is supposed to be a relaxing and memorable time spent with family and loved ones, many people often feel pressured to find the perfect gift. Grandparents and parents, in particular, may find it difficult to get gifts that younger family members really want and will find useful. Here are a few alternative gift ideas that could make a[...] Continue reading

How to Handle Unused 529 Funds

To save for your child's college education, you may want to choose a 529 plan. Despite how costly college can be, some families still have funds remaining in this plan after their child completes their education. Students may receive an inheritance or gift from relatives, go to a military academy, win a scholarship or choose not to go to college, leaving them with money[...] Continue reading

How Does Multigenerational Planning Work?

How Does Multigenerational Planning Work? With changing family dynamics across generations, financial plans should focus on the goals and intentions of individuals, couples, or families. Families are more interconnected now than ever, and multiple generations are essential to consider when creating a plan and legacy. As you continue to grow your personal wealth, it's[...] Continue reading

What Does a Financial Advisor Do?

If you're serious about managing your finances, you'll want all the expertise you can get to stay on track to achieve your short- and long-term goals. Big and small life changes bring an increased need for an adaptive financial plan that can accommodate your life at every stage. A financial advisor can help you create this plan and put it into action. Whether the[...] Continue reading