by Craig Moser on August 9, 2019
At one time or another, you may be asked what to get your child or grandchild for their birthday or graduation, as a Christmas present, or a gift for some other occasion. When this happens, let them know the gift […]
Continue Readingby Craig Moser on July 19, 2019
Let’s face it, you know all of your financial information, or at least who to contact to get it. But do you share that information with your family? If not, I suggest creating a roadmap to locate important financial information. […]
Continue Readingby Craig Moser on July 5, 2019
As college costs continue to increase, parents are exploring every possible tool available to meet those costs. Roth IRAs can play a significant role, but the rules can be confusing. Before paying for college with your Roth IRA, make sure […]
Continue Readingby Craig Moser on June 7, 2019
A revocable living trust is a unique way to own property today and transfer it to the beneficiary you choose at the time of death. It’s an estate planning tool that doubles as an effective financial planning tool. Here are […]
Continue Readingby Craig Moser on March 8, 2019
We’ve all heard good communication is the foundation or a strong marriage. However, have you considered the importance of financial communication in your home? Do you know how this can impact your marriage? For example, a 2019 Fidelity Investments survey […]
Continue Readingby Craig Moser on November 30, 2018
I frequently see people losing money to taxes. Usually it’s because they don’t consider (or understand) the impact different types of investments have on taxes. The trade-off of getting tax efficient is accepting short-term costs for long-term benefits. Below are […]
Continue Readingby Craig Moser on November 16, 2018
New Year’s Eve is still more than a month away. So why not avoid any last-minute fire drill and start your year end financial planning now? Do it now while you still have time to increase your retirement savings, and […]
Continue Readingby Craig Moser on November 2, 2018
You have probably heard the term initial public offering, or IPO. You probably know it’s a process that allows private companies to become public and sell shares in their firm. But beyond that basic overview, do you understand IPOs? Do […]
Continue Readingby Craig Moser on October 19, 2018
Debt. Most of us are familiar with it. Used wisely, it can help generate equity, build your credit score and even prepare for the future. From mortgages and credit cards to car and student loans, the New York Fed reported […]
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