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Wealth Management
As we enter this season of giving, you’re likely making charitable gifts a top financial priority right now.
Do you ever wonder what causes you to fight with your spouse about finances, or to envy your neighbor’s newer car and bigger house?
The following article was originally featured in the October issue of SDBANKER Magazine. You can view the digital issue here. “The eternal question for wealth management firms is: How do we as advisors stand out in a sea of sameness?
Inspired by Dave Ramsey’s book The Total Money Makeover, Brittany and Josh Evans decided it was time to knock out their $231,000 mountain of debt.
Oftentimes, when people think of financial planning, they assume that it’s only relevant to those nearing retirement or who have substantial assets — and it’s easy to see why that perception exists. But, what about younger adults?
Keeping the lights on in your house all day sounds like a huge waste of money, right? And yet, Angela Giombetti makes it make sense.
As Benjamin Franklin once said, nothing in this world is certain except death and taxes. Fortunately, with a well-drafted estate plan, you can avoid burdening your loved ones with some of the negative financial effects of both.
Aren’t we supposed to be in a recession right now? Earlier this year, it seemed like we just couldn’t escape talks of an impending recession in 2023.
Are you stashing away the most money possible in your employer’s retirement plan? Contributing the maximum to your individual retirement account (IRA)? What about your Health Savings Account (HSA)?
Can you imagine having $1 million in debt? Well Sarah Kurtenbach doesn’t have to. She and her husband lived it — and then she went on to start moveHER Money, a company that teaches others financial literacy.
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