Financial Planning

If you are in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future.

For young families, the immediate cost of raising a child can be testing financially.

The age of 30 is when you're thrust into full blown adulthood with a bright future ahead (whether you’re ready or not.)  It is also the age that most financial professionals agree is the perfect time to start tackling these three financial goals:

Your student is planning on following in your footsteps and will be receiving that admissions letter of acceptance sooner than you think.

The stockings have been hung, candles lit, lights strung, and carols sung when the financial stress begins to peek behind the corners of brown paper packages tied up with string.

Two misconceptions often made about accounting are:  you have to be good with numbers and accounting is the same as finance.  Accounting is less about math and more about logically applying rules and procedures.

Many of us are concerned about paying for long-term care for ourselves, and when that may be required.  But there’s another concern which we should be aware of:  the possibility of having to pay for our parents’ long-term care, whether in an instit

Remember to join us at our office on Thursday May 26th at 4:30pm for our seminar on "Investing for Income". Please contact bonnie@assetmgr.com or visit the events tab on our website (assetmgr.com) to RSVP.

You buy life insurance to protect your family in the event of your death. But what do you do when you have outlived the original intent of your policy?

One of the best illustrated instances of indecision occurs in the story of Alice in Wonderland in which Alice comes to a fork in the road and must choose a path to continue her journey. She seeks the advice of grinning Cheshire cat which appears out of nowhere.