|Joined: Dec 3, 2011||Comments: 0|
|Forum Threads: 0||Forum Posts: 0|
Contact via: Google Plus, Twitter, Facebook
Recent Blog Posts
It can take some arm twisting to get people to do estate planning. Nobody wants to contemplate the days when they’ll be but a memory to their loved ones.
While estate planning involves figuring out what to do with your financial assets, increasingly, much consideration should be given to your digital assets too.
Think about all that great digital stuff you have, online, in the cloud, on digital devices. What might be the value of photos, Tweets, blogs, iTunes, written correspondence, personal records and all manner of digital doings that reflect...Continue Reading
Garrett Allen, a single parent of a 16 year-old son has a big decision to make.
"My son will be going to college or a trade school. I’m struggling to figure out what is best in the both the short-term and long-term? Do I save for my retirement and let him take out student loans and hopefully get grants, or do I save for his education and end up working until I drop at some later date?"
Single parents are torn. According to a Allianz’s new, LoveFamilyMoney study, when asked about...Continue Reading
Truth is, men and women can make the same mistakes, such as avoiding estate planning for as long as possible, not putting enough thought into the plan, or not properly executing their final estate plan.
But because women, typically outlive men, they can most ill-afford estate planning missteps. "Women need to be fully engaged in the estate planning process because depending on age difference, they probably will be the survivor and the one to implement the plan," says Robert Riedl, director at Endowment Wealth Management. "Women can be too trusting...Continue Reading
Banking today is long beyond your grandfather’s experience. Banking is 24/7, ATM, online and branches are shrinking in number. What might the next decade bring?
The experts weigh in on where they see banking headed.
Adapt or die
Accenture’s Banking 2020 report says there are three new business models that will emerge to take market share away from traditional, full-service banking institutions that don’t change with the times.
They describe a Niche Digital Provider as a highly agile bank that offers extremely specialized products at scale. They will have a flexible infrastructure...Continue Reading
With the opening of school just around the corner, whether you’re a high school junior or senior, or heading off to college for freshmen year, it’s a good time to get started in banking if you aren’t already.
One of the first steps toward financial independence is having a checking and savings account because they are essential to handling your money.
Here are a few key considerations when you’re a newbie to banking.
Which type of account?
You might choose a custodial account, where the account is managed by an adult (usually the...Continue Reading