Twelve points Blog
Who Should Have a Financial Plan?
I was meeting with an attorney friend of mine the other day, when she asked me a simple, but profound, question: “Who should have a financial plan?” Although my answer (“Anyone with a heartbeat.”) certainly sounded brash, her question got me thinking
A Win-Win for Parents, Grandparents & Students: 529 Plans
There’s been some talk during the current presidential campaign about making public colleges tuition-free. It makes a good soundbite but it’s not going to happen anytime soon. College tuition will remain the second largest personal expense after one’s home.
London via G2G
This summer’s family vacation was a whirlwind European adventure that kicked off with a 5 night stay at the G2G London property. The G2G “Vacation Experience Managers” and the onsite “Destination Managers” were helpful, accommodating and welcoming.
Brexit and Your Portfolio
June 23, 2016 is a day that everyone who is involved in financial markets will remember for life. In fact, a British politician has playfully (I think) suggested that England declare it a national holiday, their own Independence Day. As you probably have heard on the news
Get Educated About Your Retirement
It does not come as a surprise that the financial services industry is one of the least trusted industries in this country and often rightfully so. For decades Wall Street has churned portfolios and put their own needs in front of their clients, held only to a broad suitability standard.
How Millennials Balance College Debt & Retirement Savings
You’ve heard it many times before: college costs continue to increase while recent grads owe record high amounts in student loans. It truly is a balancing act to be able to pay off all your monthly expenses while still saving for retirement
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