Financial Moves When You have an Empty Nest
Our experts discuss a case study regarding the financial changes a family can make once the children are grown and on their own.
Social Security and the Ten Year Rule Investment Strategy
Our experts discuss a case study about a couple who is trying to work Social Security benefits into their Ten Year Rule investment strategy.
Understanding Risk and Your Investments
Our experts discuss risk and the jargon that comes with investing.
Finance Options for a Home Renovation
Our experts discuss the options homeowners have when trying to finance a home renovation project.
Knowing How Your Assets Affect Student Aid Eligibility
Our experts discuss a case study of a family who will be sending their son to college in the fall and will need to apply for financial aid.
Independent Contractors and What They Mean for Your Business
Our experts focus on a case study of a small business on the brink of hiring its first employee, rather than continue the current independent contractor relationship.
Pay Extra Attention to Financial Planning During a Second Marriage
Our experts focus on a case study about the financial complexities that come with a second marriage, especially when children from a previous marriage are involved.
Protecting Child Support Payments after Divorce
Our experts delve into a case study where a custodial parent is interested in ensuring she continues to receive child support payments should something happen to her ex-husband.
Outlining Your Investment Philosophy in your Investment Policy Statement
Our experts delve into a case study of a couple who are dissatisfied with their current investment policy statement and asset allocation.
Adjusting Your Financial Priorities Once You Are Single Again
Our experts discuss a case study centered on a newly divorced mother who now needs to re-evaluate her financial priorities now that she is a single-income family.