Tag: Cents of Self
Is the Private College 529 Plan Right for Your Family?
The Private College 529 Plan, which is a pre-paid tuition plan, can help families who have their hearts set on sending their student to a private university.
Losing Your Better Half: Managing Grief and Financial Decision-Making
Following the death of a spouse, some of us may feel pressure to make big decisions – including financial decisions – quickly. Ironically, this may be one of the worst times to think about money-related issues. If you or someone you know is grieving, here are some thoughts to guide you during this difficult time.
Considering Divorce? How a Financial Advisor Can Help
Overall, the rate of divorces in America is falling, but it’s increasing among couples age 50 and over. The divorce process has many moving parts, and you’ll want to consider working with a team of professionals.
An Estate Plan for Every Stage of a Woman’s Life
Financial advisor Janet Petran provides a helpful overview of how a well-executed estate plan can support women as they transition through different life stages. This blog is the final installment of a three-part Cents of Self series about estate planning for women.
Suddenly Single [On-Demand Webinar]
Through a combination of divorce and widowhood, almost 90% of women end up managing their finances alone at some point in their lives. This hour-long educational webinar will provide several tips to help you face the future with confidence.
The Latest Trends in College Admissions
College admissions trends are changing. Financial advisor Janet Petran provides an overview of some of the latest trends regarding test scores, essays, reference letters, and more in her recent blog.
Why Is Having an Estate Plan Important?
Financial advisor Maureen Wright looks at the two main purposes of a well-executed estate plan — protection and direction. This blog is the second installment of a three-part Cents of Self series about estate planning for women.
Estate Documents Basics
Having a well thought out and organized estate plan is one of the kindest things you can do for your family and heirs. Financial advisor Libby Muldowney discusses the basic estate planning documents that should be considered, the reasons why you should have an estate plan, and how an estate plan can evolve over time to meet the changing needs of your life stages.
Raising Financially Responsible Children [On-Demand Webinar]
In this on-demand webinar, financial advisors Libby Muldowney and Maureen Wright will show you how to tailor money lessons for your young ones, tweens, teens, and 20-somethings! You’ll also learn how personality can impact financial behavior.
A Mother’s Investing Wisdom
Financial advisor Janet Petran imparts financial wisdom she gained from her own experience of saving for retirement. She includes several investing tenets that have helped shape her own retirement savings philosophy.
Finally Divorced? Don’t Forget These Critically Important Steps
After your divorce decree is in hand, there are still several critically important steps you need to take to secure your financial future. Financial advisor Allison Alexander outlines several steps to consider and provides a post-divorce checklist in her recent blog post.
Tax Planning for Working Families
When you are a working parent, gathering documents for your tax return is just one more thing to do in your busy life. Financial advisor Nicholas De Jong provides a few practical tips and ideas to help you along the way.