by matson | Jan 7, 2022 | Articles
Wise debt management is a key component of healthy and effective financial planning. Today, most people carry some amount of debt to finance a degree or buy a home or car. Other debts may be incurred out of necessity or as part of an investment plan. Whatever your...
by matson | Dec 7, 2021 | Articles
In a 2019 UBS Investor Watch Survey, nearly 68 percent of married women from around the world reported they believe they’ll outlive their spouse. And it’s a belief that’s grounded in reality—according to U.S. Census data, women are expected to...
by matson | Nov 5, 2021 | Articles
From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another roller-coaster year. With the fourth quarter upon us, one routine remains consistent: it’s time to start organizing your finances for...
by matson | Sep 16, 2021 | Articles
Learn how various stages of life can affect your life insurance needs. Whether you need life insurance depends partly on your stage of life. If you’re younger, you may have less need for coverage. As you move along the path in life, you’ll likely have more of a need....
by matson | Aug 16, 2021 | Articles
When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool. Are you worried about the rising cost of education? 529 plans can be powerful college savings tools when you understand how to take full advantage of them. Start...
by matson | Jul 16, 2021 | Articles
After the historic Obergefell decision, it’s important for LGBTQ+ couples to comprehensively review their estate plan. On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex couples to marry and...
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