Kids and Money

Many of our clients have children, and it’s not unusual for the clients to ask us for tips or guidance on educating kids about personal finance, since the subject is generally not covered in school. Yet, research has shown that by age 3, kids can grasp basic money...

Should You Use Your IRA to Buy Real Estate?

Most investors hold traditional assets like stocks, bonds, mutual funds and exchange-traded funds in their Individual Retirement Accounts (or “IRAs”). But some investors view direct-owned real estate – properties in which an owner, or a company controlled by that...

The Growing Challenge of Home Affordability

For many young people across the country, the prospect of home ownership is becoming an increasingly distant dream. A recent Unison report found that it’s more costly than ever to purchase a new home, with coastal cities the worst affected. Nearly all large...

Who Pays for College After a Divorce?

A divorce is one of the most difficult experiences in life. A relationship that was once the center of the couple’s life ends, and both partners must regroup and find a new path in the years that follow. As financial advisors serving many divorcees, we see the toll...