Investing for Others

For My Children

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There are a few essential investment vehicles for children.

There are two categories:

  • Educational Expense Investment Vehicles and
  • Flexible Investment Vehicles for a Minor

Visit Investing for My Children for more detail.

For My Spouse

Discuss your financial plan with your spouse and effectively communicate about your goals. Create a shared vision of your future. We ideally meet with clients and their spouse together so everyone is on the same page.

Some topics we educate our couples on include:

  • Most retirement vehicles and insurance policies have a listed beneficiary. The policy will go to whoever is listed as the beneficiary, despite whether you are divorced or think someone else would be better served to receive it. Check your beneficiary status on all your retirement and life insurance accounts.
  • There are retirement benefits for a non-working spouse under social security.

Visit Investing for Myself to learn more.

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You can utilize your life insurance, disability, retirement savings, social security, and your home to create a retirement paycheck for both of you. Email us to get started.

Charitable Giving

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Money is really only a tool for doing what we first need, then want, then to fulfill our inner well-being. It’s a tool we use on the pathway to happiness, not an end goal for fulfillment.

Giving to charity feels good. Work with us to maximize those contributions by minimizing tax consequences.