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Welcoming Baby: Essential Tips for Growing Families
Whether you’re expecting, adopting, recently had a baby or are simply exploring the possibility of parenthood, welcoming a baby into your family is exciting and life-changing!
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Kiplinger: Mindy Neira—Three Financial Planning Tips for the LGBTQ+ Community From an LGBTQ+ Financial Adviser.
“Now, more than ever, it is important to revisit and revamp your financial plan to ensure you and your loved ones are protected.”
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Arguments Over Estates Can Tear Families Apart
When considering what to pass down to heirs, it’s easy to focus on bank accounts and real estate. But the items with the most importance often aren’t the most valuable on paper.
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College Countdown: Legal Documents Every Parent Needs to Have
The college acceptance is in and now the countdown to college has begun. Your child is probably busy finding the perfect roommate, perhaps selecting dorm décor and beginning to review the multitude of course offerings. You, on the other hand, may be wondering where the time has gone and how the once little kindergartener has...
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Taking a Detour: Rethinking the Traditional College Route
For many high school seniors, the pressure to pursue higher education immediately after graduation can feel overwhelming. Well-meaning parents and school counselors often unwittingly contribute to this pressure through conversations about college plans, arranging campus tours, or assisting with applications.
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Education Savings: There’s No Time Like the Present
In May of each year, it is always delightful to see signs popping up in the yards of various neighborhood kids and grandkids, announcing their graduations.
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Dual Registrants vs. Fee-Only Fiduciaries: Understanding the Difference
When seeking financial advice from a professional, one of the most important and often misunderstood distinctions is the difference between a dually registered advisor and a true, fee-only fiduciary.
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Yahoo! Finance: Mindy Neira—Banking smarter: How to find the best debit card for you
Figuring out what debit card meets your needs may be challenging, but it doesn’t have to be.
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