Whether you’ve been a grandparent for a single day or two decades, you’ve probably already realized that there’s not much you wouldn’t do to help your grandchild. Especially for those with significant means, making informed decisions about how much and what type of help is most beneficial for a grandchild involves thoughtful planning, good communication, and careful consideration of financial, tax, and other implications.
A 2022 study by insurer Northwestern Mutual reveals some interesting interrelationships between attitudes and habits toward finance and general wellness. Conducted by the Harris polling organization, the survey asked 2,500 respondents age 18 or older a series of questions regarding their feelings about finances and also about key indicators of emotional wellness. What researchers found was that those who viewed themselves as financially disciplined or who worked with a professional financial planner reported significantly better levels of happiness and confidence. They also indicated enjoying better sleep.
It can be challenging to start a conversation about investing. That’s why I encourage having a conversation before the investing conversation—what I like to think of
Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner Concerns about money haven’t always been so severe. During the Middle Ages most people lived in a feudal
In America, the concept of “retirement” is relatively new. As recently as the late 1800s, most people either worked until they were physically incapable or until
The temptation often starts cropping up during one’s mid-career years. Some big goals have already been achieved—paying off all “bad debt,” purchasing a primary residence, saving
H. Jude Boudreaux, CFP® Sr. Financial Planner, shares tips on how prepare and navigate an unexpected financial windfall, in this AARP article. Jude Boudreaux, CFP®, is a Partner/Sr. Financial
The Planning Center shares 3 different ways you can hinder the impact of inflation, in this by CNBC article. Read the Entire Article Here
The Planning Center shares tips with Fortune on how to be strategic with your money as inflation surges. Read the Entire Article Here
We share some tips with CNBC on how to be strategic with year-end charitable gifts. Read the Entire Article Here
The Wall Street Journal recently interviewed The Planning Center in an article to help you learn investing jargon. Read the Entire Article Here
Money.com recently quoted TPC in an article how to prepare for retiring. We shares knowledge about the link between working longer and it’s benefits to our
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