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5 Inheritance Mistakes to Avoid
Jill Schlesinger, CFP®
An inheritance can be a wonderful and lasting legacy, but it can also be a thorny nightmare. Any time you mix emotions and money, there are bound to be issues that arise. If you avoid these five critical mistakes, the process of inheritance will go more smoothly.
Post-Graduation Financial Planning
Douglas Boneparth, CFP®
Since you are just graduating college, the primary focus should be on becoming employed, setting your goals and making a budget. Your job will introduce you to things like employer benefits and retirement savings – and you’ll learn what you really get to take home from your paycheck after taxes are taken out.
Your Retirement Plan: Set It, But Don’t Forget It
Scott Ward, CFP®
In the U.S., we are certainly no strangers to the convenience of automation. According to Statista, we spend more than any other country—projected around $14.6 billion in 2017—on home automation services. If you want instant entertainment, energy efficiency or personal security, just launch an app or click a button, and it’s yours.
3 Financial Tips for College Grads
Jill Schlesinger, CFP®
Recent grads will want to develop their first (of many) financial plans upon graduation. They can start with what I like to call, “The Big 3”.
Receive a Big Tax Refund? Here’s How to Avoid Minimizing its Value
Robert Pagliarini, CFP®
The average tax refund this year is $3,009. You worked hard for this money. You had to get up early, commute to your job, and put in long hours for this refund. You would never act as cavalier with this money as the gambler did. Or would you?
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