Receiving an inheritance, whether it be from a family member’s unfortunate passing, or if you are gifted a large sum, can be overwhelming. And while the stress of figuring out where to put the money can be burdensome, it’s important to make a decision relatively quickly.
With 22 days until Thanksgiving, 41 days until Hanukkah begins, and 54 days until Christmas, it’s safe to say the holiday season is fast approaching. As exciting and joyful the holiday season is, many people stretch their budget a bit too far during this time of year.
If you’re like us at Bellwether Wealth, you like to plan for every situation when it comes to your finances to be sure that you can handle whatever comes your way. But what about the unexpected (and unpleasant) changes you can’t plan for, such as a divorce, or death of a spouse?
With summer comes wedding season – a time full of bliss and excitement for newlyweds-to-be. However, merging two lifestyles, backgrounds and bank accounts can put unneeded stress on a bride and groom if they fail to talk through important issues like these in advance of the big day.
With summer comes an increase in home sales and rentals, and that means an increase in leasers and homeowners on the move. Are you planning to be one of these movers? Are you ready to make that plunge into home ownership? Have you correctly drafted a plan to ensure the move goes smoothly financially? I recommend creating a detailed strategy before making that big move.
Baseball (and humorous quote) legend Yogi Berra is quoted as saying, “If you don't know where you are going, you'll end up someplace else.” The truth is, without a roadmap, and a plan, “getting there Tags:
Several weeks ago, Marvin and I were seeing clients in the Houston area. We had been in the area before so we knew the area a little.
Without fail as Tax Day approaches every year, the mind whirls while you check boxes and fill in numbers about everything you could have, should have, would have done to save more money on taxes. Could you have saved more? Invested better? Been smarter at charitable giving? Probably.
One of the greatest pieces of advice I’ve heard when it comes to starting your own business is, “Work on your business as the owner, and work in the business as the boss.”
With President-Elect Donald Trump’s administration making plans to eliminate the 100 year-old estate tax, many are asking questions about what this means for them. First, let’s discuss the basics.