As always, retirement is an important topic of discussion at GuideVine. This week, we look at the particular retirement challenges facing entrepreneurs and women, specifically. For great career advice from one of the most liked CEOs or to find out what is involved when becoming a volunteer board member for Read more…
GuideVine celebrates financial planning month. Here’s why we believe GuideVine is the premiere resource for finding the right financial planner for your needs.
Raghav has once again compiled a diverse list of reading materials for you this week, and you’ll especially enjoy them if you like lists! We have a list of tips for allocating your money and planning retirement, a list of ways to maximize your productivity and a list of ways Read more…
For grandparents who want to help with education funding, this other, decidedly less joyful aspect of schooling, the possibilities are many.
Learn more about impact investing and how it can send a message to publicly traded corporations that you're interested in being globally and socially responsible, not just dividends.
Here are some of the best financial lessons you can learn from the Women of Westeros.
Generation X is no different. In fact, 45 percent of Generation X would prefer to wait to think about retirement planning until they get closer to retirement. Considering many Gen X’ers were victims of the financial crisis, either with job loss or real estate devaluation, planning needs to begin today.
The reality of student loan debt is influencing many Americans’ ability to finance a home purchase, but new rules from lending overseer Fannie Mae are introducing new options for borrowers. Financial advisors say the flexibility is welcome, and that for many adults they make sense as part of a sound financial plan.
This week, Raghav is sharing some important advice for those who find themselves among the steadily growing sandwich generation. Currently just over one in eight Americans aged 40 to 60 are raising a child while caring for an aging parent. This may not be an easy dinner table topic, but Read more…
Our clients, amongst other things, want to be assured that they will be able to achieve their retirement goals. We have developed and refined a process that puts the pieces of their financial puzzle together, as their lives unfold and their needs evolve. Since we work primarily with affluent retirees Read more…
Summer is a busy time for many of us. While some things on your to-do list might get pushed to the side, your mid-year financial checkup shouldn’t be one of them. Set aside some time to sit down and look at how your financials have performed during the first half of the year. Make any required changes and you’ll be on the right path for a strong finish to 2017.
A death in the family, the sale of a start-up company in which you have stock, or an outsized profit on a home sale can put sudden and significant wealth into your hands. When this happens, it’s important to know what to do first. Since sudden wealth is financially complex, finding an advisor who can help navigate this is an important starting point.
To stay emerging affluent and to reach affluent, requires intentional living and spending. We know this very well because we made the conscious choice to go from spenders to savers and investors and we continue to make this conscious choice every day.
"Retirement" is a loose term -- the mid-20th century idea of dismounting from a bustling career into a life of leisure no longer exists, and many adults who are "retired" continue drawing income at ages where previous generations had pulled out of the workforce.
Whether you’re at his favorite steakhouse or relaxing in the backyard, talking to your dad about important topics like his retirement plan or his advance directive is something you shouldn’t avoid.
You should know about these rules help prevent financial advisors from taking advantage of you.
If you’ve got adult children, should you help them financially? If you’re an adult with well-heeled parents, should you accept or resist their financial involvement? Advisors acknowledge most adults financially help their kids even after they’ve left the nest, but urge caution.
Whether you worry about losing your job to a robot, a recession, or just regular changes at your employer, you should always be prepared to withstand a period of unemployment. But by taking the time to prepare for a future job joss, you can minimize your losses between jobs.
Mother’s Day is about celebrating your mom and all she’s done for you. But what if the biggest gift you could give is the conversation you both have been dreading?
Many Americans consider tax season to be one of the most worrisome times of year--in large part because they don't know how the math will work out when they crunch the numbers on their annual return. Working with a CPA or accountant can help ease the pain--and these professionals can also provide valuable financial planning advice and business strategy so you minimize taxes owed and maximize resources.