Financial Services Articles
Online shopping is so easy, but it is easy to fall prey to online shopping debt.
A hypothetical story about Jane, Mary, and compound interest Jane and Mary were born the same year and grew up across the street from each other. Through childhood and college, they remained very good friends and they would stay up late talking about what they anticipated their lives to be like. They knew they needed…
In areas where public employees, including teachers, don’t contribute to Social Security, it’s essential to make sure there won’t be any gaps in retirement income, says Marianne Nolte, a certified financial planner in California. Typically, state retirement plans will make up only about 70% or 80% of an educator’s current earned income.
Financial planning provides solutions for organizing and enhancing your financial outlook
Marianne Nolte, Certified Financial Planner™ professional helps women and young professionals work toward a secure relationship with their money
WHEN YOUR ADULT CHILD ASKS FOR MONEY
Have you caught yourself thinking, I’ve got to help, she’s my daughter, but this is out of hand! Falling victim to this behavior can be destructive.
Special needs planning is a delicate balancing act. Setting aside enough money to properly support a special needs beneficiary through their lifetime can disqualify them from the often much-needed government benefits SSI and Medicaid.
With the help of an estate attorney you can articulate and document your wishes and your estate may be able to avoid the costly, time consuming probate process. There are many advantages of Estate Planning which impact financial well-being include providing guardianship for minor children, minimizing taxes, and planning for incapacity. Additionally, when a person…
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