NextGen2019-11-12T13:36:48-05:00

How to Prepare When Expecting

By |June 3rd, 2020|Categories: Advice|Tags: |

My wife and I are expecting our first child in August, and as we continue this journey, I thought I’d provide you some advice on what do to when you’re expecting. Prepare your emergency fund Are you familiar with Murphy’s Law? Murphy's Law is an adage that is typically stated as, "Anything that can go wrong will go wrong." Prepare for the unexpected by setting aside 3-6 months of expenses in a high-yielding savings account [...]

Issues to Consider When Buying a House

By |April 17th, 2020|Categories: Advice|Tags: |

Buying a house is a major decision that may seem daunting simply because it is such a big step.  There are a multitude of variables to consider, like loans, mortgages, cash flow, and tax issues, not to mention the many steps of the process itself.  In order to provide some clarity and help you see the most important things at a glance, we are providing the document, depicted below.  This document lists the issues mentioned [...]

In Case of Fire

By |January 21st, 2020|Categories: Advice|Tags: |

I just updated a document with the same name as the title of this piece, “In Case of Fire, Pull Lever.” It’s stored in the cloud and contains a bunch of important information for my family, in the event I step in front of the proverbial bus. You should think about creating a similar document. Ours is pretty simple because our lives are. My version looks like this... A listing of our various banks and [...]

10 Things for Newlyweds to Do

By |October 25th, 2019|Categories: Advice|Tags: |

In an effort to engage a more diverse demographic, we introduce a new semi-annual blog series specifically for our younger clients and readers. First up, here's a list of the most important things we think newlyweds should prioritize to set a healthy financial foundation for their marriage (and lives). We have not ranked these in order of importance, but we recommend them all.  You may decide to tackle them in whatever order your situation [...]