What If Your Kids Decide Against College?

As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child’s or grandchild’s college education. But what happens if they decide college isn’t the right path for them? It’s a valid question that many families are facing as more and more people choose alternatives to traditional […]

Read More

How Boomers and Millennials Differ

We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to the next. This transfer challenges many commonly held notions as new values and interests become more prominent. In short, the economy is changing, and while some of these new practices might raise an eyebrow […]

Read More

Consider Umbrella Insurance

Protect what you’ve built with a secondary insurance policy. Umbrella insurance might not be a dinner table topic, but it’s worth a discussion if you’re interested in extra asset protection. It’s estimated that one in five people with considerable wealth opt out of such coverage – leaving them vulnerable and risking what they’ve worked hard […]

Read More

Navigating Life’s Many Housing Phases

Life’s continuous journey is full of twists and turns, and housing transitions come with their own set of unique opportunities and obstacles. Whether you are moving into your first starter home, downsizing after children have moved out, or moving closer to grandchildren in retirement, you may move many times throughout your life. Especially as we […]

Read More

Riding the Market Waves

Navigating the crests and valleys of a turbulent market. The last three years have seen extraordinary market turbulence and ever-changing market narratives – from COVID-19 to inflation, rising interest rates to geopolitical instability. Several regional banks received support from the U.S. government in the first quarter of 2023. As interest rates climbed, layoffs at major […]

Read More

Netiquette for digital natives

FAMILY & LIFESTYLE The youngest members of the family might seem the most informed on today’s tech – but that’s not always the case. Preparing the next generation for everything, even deterring cybercriminals or tracking down lost devices, is still the responsibility of older generations. These tips can help shield young people from online danger. […]

Read More