With the prevalence of investment apps on the rise, micro-investing has become a popular way to begin saving your money and investing for your future. While we understand having this information quickly and at your fingertips is exciting, it’s still highly important to consult a financial planner to ensure your investment portfolio has longevity.
Did you know that 12.8 percent of the population has a disability in the U.S.? That’s a staggering statistic, and with those numbers it’s safe to say that you know at least one person, family member or friend, who is disabled.
With Omaha Gives! just wrapping up, and Give to Lincoln Day right around the corner, impact investing has been on our minds and our clients’ more than ever. When you’re passionate about a project or an organization, you can do more than just donate to a cause once or twice a year all while securing your financial future.
by Guest Blogger: Paula J Metcalf, General Counsel and VP for Gift Planning, Lincoln Community Foundation
To many working individuals, Social Security is merely a portion of funds taken out of your paycheck every month. But for some people, it can be either all or a portion of their monthly income whether they’re retired, disabled, widowed, or caring for someone disabled.
If you’re like us at Bellwether Wealth, you’re always on the lookout for the next opportunity to grow your financial reserves. And that’s a great quality to have when the objective is to solidify your financial future. But, before you think about cashing in, consider an alternate approach; investing in a securities-backed line of credit.
With Tax Season upon us, the stress of gathering important tax items is rearing its head. Now is the time to scramble to put your documents together for your tax preparer, or, if you file at home, rummaging through for your receipts, W-2’s, and 1099 forms. The silver lining in all this?
Giving the gift of investment can be a thoughtful and responsible way to prepare a child or relative for their future. But even with the best intentions, this gift can put stress on the recipient when trying to decide how to responsibly utilize the asset. ‘Tis the Season for these luxurious gifts, so we’d like to help you prepare to give the best investment gift.
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 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.