... as soon as you create it, and it’s usually the most common type. Living trusts are also private – only you and the trustee need to know the terms.
Testamentary trusts exist as a part of a will and only ...
... three decades of experience in financial planning, our firm has the knowledge and expertise to set your family up for long-term success.
*Everplans is an easy-to-access, secure digital archive where ...
...
Try to determine which organizations you want to help and how much you feel comfortable giving and then stick to it. Don’t be swayed by those sad puppy-dog eyes in the ASPCA commercials and go over-budget ...
... financial journey? Gasber Financial Advisors, Inc. is here to help. With nearly three decades of experience in financial planning, our firm has the knowledge and expertise to set your family up for long-term ...
... is defining your long-term goals. Maybe you want to own a second home or travel the world. Maybe you want to pay for college and retire comfortably in Napa. Or perhaps you want to ensure you never have ...
... of time, but lots of investors lost money too. While the stock is still far above the long-term average (as of February 10th, it was between $50-$60/share), lots of investors who jumped on the bandwagon ...
... spending, to help you determine places where you can save, and to help you best determine how to pay off any debt you may have accumulated. Please call for more information or with any questions you may ...
... from Black Friday and Cyber Monday? It’s true. But we shouldn’t need just one day to give. We should be making a plan to give to the causes that matter most to you throughout the year.
Try to determine ...
... and hospice care (not long term)
Part B—Medical insurance
· Doctor’s visits, services and tests
· Medical equipment
· Outpatient services
· Preventive ...
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 ...
... for lack of a better word.
They choose small companies because less information is publicly known about them and that can make it hard to determine whether or not rumors are true.
Investors buy ...
... banks, especially those holding retirement accounts, typically ask a number of questions to try to determine if something fraudulent is going on, these callers know how to coach you through answering those ...
... in your health today and your happiness tomorrow.
While some workouts are free, others can cost a pretty penny. Gasber Financial can help you determine how to fit these types of programs into your finances. ...
... in the long term, helping you to lead a happier, richer, bolder life.
Put yourself first
When you are doing it all without truly taking care of yourself, you have the potential to burn out. And the ...
... Because married couples are entitled to have two Social Security benefit streams, it may be wise to review the benefits together to determine who should potentially claim early, on time, or late. It’s ...
... the things that you should do right away. In this installment, we’ll discuss some of the longer-term changes you may need to make as well as a few common mistakes to try to avoid.
Getting it right ...
... information you need to move forward.
In our next installment, we’ll discuss some of the longer-term changes you should make and things you should consider as you continue to assert your independence. ...
... Gasber Financial can help you determine the right financial plan to help you achieve everything you desire at this exciting time of life.
*Huffingtonpost.com
**studentloanhero.com/featured/scholarships-for-adults/ ...
... care you hope to provide, Gasber Financial can help you determine not only what the long-term costs involved may be, but also the best ways to afford it.
In our next installment, we’ll discuss considerations ...
... else, including the terms of a will. Retirement plans include workplace 401(k)s, 403(b)s, 457s, as well as IRAs, Roth IRAs and annuities
Ensure your home, auto and life insurance policies are up to date, ...