#financial-planning

#financial-planning

Anna Stopnevich creates family roadmaps in wealth management, focusing on asset structuring, beneficiary identification, and advisory bodies, while preserving family traditions.

"It's been an evolution and the recognition that student loans are here to stay, and, quite frankly, that the student loan debt crisis is real," says Stacey MacPhetres, senior director of education finance for EdAssist by Bright Horizons, which offers tuition assistance and student loan repayment benefit plans.

Many people with connections to both France and the United States are unaware of the financial treaty that can positively impact their finances, missing out on potential savings.

Buying a home during a divorce adds complexity due to emotional and financial transitions, requiring careful consideration of legal, financial, and emotional factors.

The Chancellor's reform to subject unspent pension assets to inheritance tax from April 2027 could lead to liquidation of thousands of small and medium-sized businesses.

Most people avoid estate planning because it feels like preparing for death. But if you're living with a chronic condition, it's not about dying - it's about staying in charge.

The couple emphasized that for many years they opted to be child-free but eventually decided to have children, a decision influenced by reflections during the COVID-19 pandemic.

In a marriage, there should be a principle of shared finances where both partners' incomes are considered as a joint resource, fostering unity and teamwork in managing money.

One Redditor suggested putting $50,000 into a 529 plan the day your child is born and then forgetting about it. Of course, you have to put the money into a good ETF for the funds to compound, but if you do that, you may have enough money for your child's college education.

All time highs are exciting, but expected in a growing stock market. It's like saying once per summer that my tree hit a new all-time high.

Pam Krueger, investment advisor and founder of Wealthramp, highlighted that many parents are jeopardizing their financial futures by pursuing side gigs and withdrawing retirement funds to finance their children's college education.

With a lump sum of €50,000 coming next year, consider prioritizing financial security through savings, investments, or paying down your mortgage to reduce future financial burden.

Staying active will ease stress and encourage you to be flexible.

Taking steps today helps protect your brownstone - and your wallet - for years to come.

After selling our assets, we dramatically reduced our expenses and created a few modest income streams for sustained long-term travel.

"A layoff can feel so personal but it's not a reflection of your value or what you contributed. Especially in the U.S., the work we do is so tied to our identity," said Lindsay Bryan-Podvin, a financial therapist.

If you're uncomfortable with your financial advisor's fees, it may be time to have a talk or find someone new.

Spousal benefits can offer significantly more income for households, especially if one spouse made more money, acting as a crucial lifeline in retirement.