Blog Posts

Are you or one of your children typing the knot soon? For any couple heading to the altar, financial matters can emerge as a major challenge. As much as you may love each other, there’s no guarantee you’ll be on the same page about money. In fact, it’s not unusual for a “spender” and a “saver” to join together in holy matrimony, only to find out they’re at odds over finances once the honeymoon is over.

Read more: ...

Sending a child or grandchild off to college is an exciting time for a family. For the student, it’s an opportunity to leave the nest and begin the first phase of adulthood; for parents and grandparents, it’s a time to take pride in the years of hard work preparing the next generation for the real world. College is also the first time many young people become responsible for their own finances, and the habits they learn will help set the stage for their financial futures.

Read more: ...

Preparing your estate in advance is one of the greatest gifts you can give your family. Many estates include real estate in the form of a primary home, vacation home, and other family properties. While inheriting a property can be a wonderful legacy, it also comes with obligations that heirs may be unprepared or unable to fulfill. If you intend to leave real estate to your heirs, ask yourself these five questions to help avoid creating problems for your loved ones.

Read more: ...

If you have a furry friend, you know your pet relies on you for every need. What would your pet do without you? Although pets are legally considered to be property, to those of us who own pets, they’re more like members of the family. And so, just as you make preparations to care for the human members of your family after your passing, you need to think about how to look after your pets as well.

Here are some options that can help you ensure your pets are cared for if something happens to you:

Read more: ...
Page 2 of 4
video

The 5 Fundamentals of
Selecting the Right Advisor

Download Paper  right-arrow

Newsletter Signup

getting-started

GETTING STARTED WITH SEARCY