You’re in this Together.
Starting a family presents both financial opportunities and challenges. You may have two incomes, but you also may have more expenses. You want to provide for your children, save for their education, but need to save for your future. If there is only one income earner, then the unexpected disability or death of a parent can be financially devastating.
Where do you begin to make it all work? How do you prioritize your resources in a way that makes the most sense?
Key topics of our family financial plans include (among other things):
PROTECTING YOUR FAMILY: What role should life, disability, and personal liability insurance play in your plan, and how much do you need?
YOUR ESTATE PLAN: Why you need an estate plan, a look at the basic estate documents, and assigning guardians, executors, and beneficiaries.
EDUCATION FUNDING & GIFTING : And other tax-favored ways to make gifts and transfer assets to your child.
RETIREMENT vs. COLLEGE FUNDING: Which to fund first, and how much.
TAXES & EMPLOYEE BENEFITS: Health insurance, dependent care, tax withholding rates.
Call to discuss your situation in greater detail, and learn how we can help put a plan in place that is specifically designed for you and your family.