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Considerations for Buying a Vacation Home with Friends
Sarah Halpin, CFP®
Have you ever considered buying a vacation home with friends? Unfortunately, owning real estate with people you like can become a major headache if you don’t share the same goals and take the time to do some upfront work. Here are some tips to help you enjoy your vacation home and keep your friends.
Invest in Your Future
Charles Sachs, CFP
The vast majority of American workers are no longer covered by a company pension program but rather a 401(k) plan to which they must make contributions and decide how these funds should be invested. In order to fund a 401(k), your company must set up and offer the plan to its employees, unlike an IRA (Individual Retirement Account), where any worker can open his or her own account
How to Set Up a Trust: The Who, Why, When, and How
Eleanor Blayney, CFP
How do you set up a trust? Follow these 4 steps when setting up your estate plan and help secure your financial future of your trustees by choosing a certified financial planner.
‘Financial Wisdom from My Father’: A CFP® Professional Shares How Dad Shaped Her Passion for Planning
Marguerita Cheng, CFP®
My father emigrated from Taiwan in the 1960s with only $17 to his name and the clothes on his back. Even though he was poor in the material and financial sense, he never considered himself poor. His mantra was that financial wealth alone did not represent one’s “true wealth.” He stressed the fact that he was rich in spirit and blessed with his education.
The Estate Planning Starter Kit for Newlyweds
By Douglas A. Boneparth, CFP®
Having just recently tied the knot myself last September, I know what it is like to take the plunge. I dated my wife for ten years prior to matrimony so, for us, settling down has been somewhat of a smooth transition. Oddly enough, however, since our big day, I’ve noticed a substantial increase in my wife’s concern for my general safety, especially when dashing across the bustling streets of Manhattan, where we live. Clearly, she and I have a different understanding of what the flashing red hand on the other side of the crosswalk means.
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