Finances

Finances

Holiday Credit Card Fraud Alert

Holiday Credit Card Fraud Alert

  In December 2013, Target disclosed that up to 40 million of its customers’ credit and debit cards were compromised in a security breach. During 2014 there have been several other security breaches at major retail stores.  The large data breach at Home Depot Inc. triggered fraudulent transactions that rippled [...]

by × December 23, 2014 × 0 comments

Finances

Helping Pay for your Grandchildren’s Education

Helping Pay for your Grandchildren’s Education

  As the cost for a college education continues to climb, many grandparents are stepping in to help. This trend is expected to speed up as baby boomers, many of whom went to college, become grandparents and start gifting what’s predicted to be trillions of dollars over the coming decades. [...]

by × September 15, 2014 × 0 comments

Finances

How to Create a Family Endowment

How to Create a Family Endowment

A family endowment is something that may benefit everyone in a family – including you. The goals of an endowment are simple – accumulate enough assets to allow you to live comfortably off the income during retirement and to maintain and preserve the principle for your loved ones and future [...]

by × August 21, 2014 × 0 comments

Finances

Investing Basics: What You Should Know

Investing Basics: What You Should Know

  Most people have their attention focused on earning money. But what you do with that money is just as important. Once you have the money, there are four main things that you can do with it: 1) Spend it 2) Save it 3)  Invest it 4) Give it away. [...]

by × August 17, 2014 × 0 comments

Finances

Whole Life Insurance – Do You Need it?

Whole Life Insurance – Do You Need it?

  Part of living the good life is financial freedom and peace of mind. One of the most devastating blows to living the good life is the loss of a loved one.  Apart from the emotional loss, there can also be financial loss. Many families purchase life insurance in order [...]

by × August 14, 2014 × 0 comments

Finances

5 Financial Goals Before You Reach 50

5 Financial Goals Before You Reach 50

  The 50s are no longer considered the start of old age.  But it can be a transitional life stage for many people as they advance in their careers and watch their kids grow up, perhaps even sending them off to college. “It is also a critical life stage when [...]

by × August 5, 2014 × 0 comments