Financial Services Articles
SPECIAL NEEDS FINANCIAL PLAN
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.
FINANCIAL WELL-BEING WITH ESTATE PLANNING
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…
Avoid These Money Pitfalls
Take charge of your financial life. Imagine Financial Services, helping women and young professionals align their resources with their goals.
MEDIA QUOTE
Advisors Tap Fulfilling Volunteer Activities And Come Away Richer By Giving Back By Morey Stettner, For Investor’s Business Daily, March 1, 2021
AGING PARENTS AND FINANCES
Determining if help is needed and wanted or will it even be accepted is a first step in establishing your role as a financial caregiver.
INVESTORS ASK, SHOULD I GO TO CASH?
A new president has been sworn in to office, the country is still reeling from the impact of the coronavirus pandemic, and there has been much social upheaval. Naturally this can scared investors who may be wondering, what’s next and how is the stock market going react? Do I need to go to cash? Let’s…
Quoted in HerMoney
HerMoney – A Digital Media Company For Women. I’m excited to have recently been quoted in a recent article by HerMoney from Jean Chatzky. Writer Casandra Andrews reached out to XYPN members with a media request and she chose to include my response in her article WHY YOU MAY BE PAYING TOO MUCH FOR YOUR…
CONCEPTS OF RSU’s AND STOCK OPTIONS
In addition to providing you with a pay check, some employers choose to sweeten the relationship by providing stock in the company.