... ones he truly wished would have inherited the money.
This is all to say that estate planning isn’t a “set it and forget it” project – rather, it’s an ongoing plan that you should regularly check in on ...
... trust for a dependent that need to be removed. Had I not taken the time to organize and review our estate plan, that money would have ended up in the wrong place.
This is all to say that there’s no time ...
... women leave money matters up to their husbands – and are left struggling to make sense of it all after their husband passes away.
This is a common problem. Women on average have a life expectancy that ...
... While I handle the finances in my marriage, many women leave money matters up to their husbands – and are left struggling to make sense of it all after their husband passes away.
This is a common problem. ...
... it goes down to $50, you buy it and return the shares, keeping the $50/share difference in price.
The challenge is that if the price increases, you can lose a lot of money. If the shares of XYZ rise ...
... the history books. It was also an unusual year from a financial perspective.
Many individuals saved money, as we were not commuting as much, eating out, spending money on entertainment, or buying as ...
... on track.
Here are three key things to consider when it comes to planning for and living in retirement…and they may not be exactly what you expect.
The money matters
First, of course, the money ...
... money, so they are not financially stressed and will be able to afford college or retirement
Receive help caring for their children and with remote learning
Enjoy stronger family bonds and gain more ...
... further down the line? Looking at each time frame, ask yourself:
What difference will this decision have made in your life?
Will the money matter anymore (if that’s part of the issue)?
Would you ...
Good Finance Starts at Home
Determining how to talk to your kids about money and values can be stressful. But the truth is that there’s never been a better time to teach your kids about money, the ...
... tax scams where the “IRS” calls you and tells you that you owe them money and if you do not pay it immediately, you will go to jail. But the IRS does not contact people in this way.
Stressful times ...
How to Avoid Being Scammed a Guide for Women pt 2
As we discussed in the previous installment, criminals are endlessly inventing new ways to part you from your money. And they do not discriminate based ...
How to Avoid Being Scammed a Guide for Women - pt 1
There is no end to the number of ways criminals will try to part you from your money. And while most of us would like to believe that it can’t happen ...
... job, expand their volunteering—or any number of other things. There are actually many ways to earn money during retirement, while also keeping your mind and brain active. Today there is a thriving “Gig ...
... Because when you change the way you think about money, you really can change the way you behave with it—and that can make all the difference in the world.
Consider, for example, the “scarcity loop” ...
... ones too.
It’s worth noting that while some hobbies are free or may help you make money, others can cost you significant money. Gasber Financial can help you develop a plan to invest the earnings from ...
... time to play with your kids or have lunch with your friend. No, you don’t have time (or money) to take a vacation. No, you can’t open your own business—you need the security of a paycheck.
These answers ...
... to help you and that’s what we’re here for.
* Allianz Women, Money, and Power Study, Allianz Life Insurance Company of North America, October 2016
https://solutions.naifa.org/majority-of-women-now-responsible-for-household-finances ...
New relationships require new strategies
When you’re just starting a relationship, it’s easy to think that money will never come between you. But, money is one of the top three things couples fight ...