If you are looking to set or attain financial goals this year, these four areas are where I recommend you start and the metric that I recommend to adjust your current plans and aims. PROTECT It is important to protect what you have, as well as those you love. The experiences of the past few […]
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By Kathy Rogers, vice president, Marston Rogers Group If you are like me, you have made plenty of promises to yourself that you haven’t kept. Here are five tips to help make it easier for you to keep your financial promises to yourself: 1. Ask yourself what matters most to you, then make a list of […]
Trusts are a good estate-planning tool. I often say they are an excellent option when a family needs flexibility, such as after a second marriage results in a blended family or when there is a special-needs family member. Trusts provide the ability to control assets from the grave. They can terminate upon the happening of […]
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Tipping doesn’t have to be complex. Most people know the standard 15 to 20 percent for a restaurant server, but what about other scenarios like a delivery food driver or a housekeeper? This guide explains how much to tip in most scenarios, but keep in mind that you always can tip more for exceptional service. […]
Charitable giving makes a difference in your life and in the lives of those who benefit from your generosity. No matter your financial situation, you can participate. Charitable giving is not only limited to giving money. A contribution of time can be equally important and meaningful. Some of you may give money because it makes […]
I previously have encouraged you to stop procrastinating and trying to copy someone else’s financial strategies and get started on your own plan. Now, I’d like to suggest ideas for getting started. The first place to start is with an honest evaluation of your financial situation. Do you have a budget? Are you living within […]
Many people don’t want to think about life insurance. However, the most important reason to consider it is to prevent financial hardship for your loved ones if you are no longer around. If no one depends on you financially, you have no debt and your estate has enough cash to pay its own taxes and […]
