In Part 2 of this blog series, let’s cover those regular estate planning to-do’s. By “regular”, we’re talking about those items that need to be reviewed, updated, and checked on from time to time. An annual check-in is ideal. Add it to your New Year resolutions list perhaps! Once you have your estate plan groundwork Read More
Posts Categorized: Financial Planning
How to successfully prep your estate for your loved ones – Part 1
You’re busy trying to soak up all that life has to offer. You want to spend quality time with your family and friends. You want to travel the world. The last thing you probably want to be thinking about is what’s going to happen once you’re gone. Understand that making tough estate planning decisions now Read More
#Trending: What’s been on our radar in the world of finance
Fall! Is that you?? The holidays are coming, it’s football time, the weather is cooling off, Richmond festivals are ramping up…what’s not to love about this season? If your summer flew by as quickly as ours did, you may have missed out on the personal finance topics we’ve been focused on the past few months. Read More
The dangers of lifestyle inflation
Let’s tackle the topic of lifestyle inflation. You may have never heard of it, but you’ve probably seen it play out with your friends and family a time or two. It’s an all too common tendency to get wrapped up in. Unfortunately, lifestyle inflation can wreak havoc on your financial wellbeing, lead to career stress, Read More
Why your parents’ financial advisor may not be a match for you
Your parents probably handled your finances growing up. They made sure you had what you needed, kept you from going off the money rails, and maybe even taught you about the inner workings of the financial household. Then at some point, you took over that responsibility. Your parents set you free to make your own Read More
#Trending: What’s been on our radar in the world of finance
Happy summer guys! How is the year halfway over already?? We hope you’re out and about enjoying all that the warm weather has to offer. If you’ve taken a breather from the personal finance happenings over the past few months, don’t fret! We’ve got your recap right here. These are the topics we’ve been focused Read More
The Executor checklist
Being named the Executor of a friend or family’s estate happens quite often. Many adult children are told that at some point they’ll be responsible for handling their parents’ financial affairs when the time comes. It’s hard enough to think about losing a loved one, much less thinking about what to do when you suddenly Read More
The keeping up with the social media Joneses trap
Let’s talk social media. It affects virtually every aspect of our lives these days. Understandably so, as social platforms have become a convenient way to keep in touch, see what’s going on in our friends’ lives, hear about the next big festival, and catch a glimpse of that new dog/wine lover graphic tee. If you’re Read More
Things to know about your finances in RVA [Infographic]
In case you don’t already know, I’m a gigantic fan of this city. Since I try to convince pretty much everyone I meet to move to RVA, I thought I’d go ahead and blog about why it’s such a fantastic place. Lots has changed in this city since I’ve been here, in all the best Read More
First-time homebuyer: A personal finances litmus test
Ok, it’s go time. Or is it? You’re ready to take the plunge. Or are you? You want a place to call your own, but when should you make it happen? Family and friends are pushing you to buy. You hear things like: “It’s time for you to settle down.” “You should buy so you Read More