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Tag: Cents of Self

Article
October 19, 2021

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.

Article
October 13, 2021

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.

Article
August 10, 2021
Considering Divorce

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.

Cents of Self
June 22, 2021

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.

Cents of Self
June 11, 2021

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.

Article
June 9, 2021

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.

Article
June 4, 2021

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.

Article
May 10, 2021

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.

Home
May 6, 2021

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.

Article
May 6, 2021

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.

Article
March 28, 2021
financial steps to consider after divorce

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.

Article
March 10, 2021
tips for families on utilizing tax credits for working families

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.