Millenials are savvy about many things, but financial literacy may not be one of them. It’s October and kids have gone back to school. Whether they’re in high school or college, your kids live in a financial world nearly unrecognizable from just a few years ago. It’s certainly a different…
For private banking clients, the experience is beyond their expectations. You may have noticed a link on your bank’s website or a sign for private banking and wondered what that was. Also called concierge or boutique banking, private banking is a specialized type of banking offering more than the usual…
Charitable giving has long been a part of the financial planning process. And it’s important to remember that giving back extends beyond simply writing a check or donating old clothing. Charitable trusts are one of the many alternative ways to use investing for a greater good. While setting up a…
It’s best to start before dropping them off for their first day at college. Each year about 17.5 million students head off to college. It’s a rite of August, marked by a packed minivan in the driveway ready to make the trek toward a new adventure. We leave our babies…
Preparing a property inventory today will save you headaches and heartaches tomorrow. A major headache that many of us may face is a property loss—from fire, theft or other catastrophe. To some, this kind of loss can be life altering. Even for smaller losses, you may find the process of…
Buying your first home is a major decision—one that affects both your finances and your life. Make sure you’ve done your homework before you take this big step. You don’t want to find the home of your dreams only to learn you can’t afford it. Getting good advice early is…