Our Financial Blog

Thinking About Inheritance and Weighing the Pros and Cons

Published: 09/18/19

Will you constrain your lifestyle to maximize your kids’ inheritance? Gloria Vanderbilt built an enviable career as an actress, fashion designer, and author and on top of her inherited money from her father, she created a fortune. She inherited a trust fund that was worth $5 million in 1925 and upon her passing in 2019, […]

How to Save for a Summer Vacation

Published: 05/1/19

Summer is fast approaching and with it the busy travel season.  Whether you’re planning a major trip overseas or a few days lounging at a nearby lake or oceanfront, you’re going to need some funds on tap to make your dream vacation a reality.  What can you do if the coins in your coffer simply […]

Increase Savings with an easy-to-use Budgeting Spreadsheet

Published: 04/17/19

We’ve been reading Savvy Ladies for a while now and we recently stumbled across their budgeting worksheet and thought it would be perfect for our readers to download as well. If you have any experience at all in Microsoft Excel, filling it out should be a breeze! Creating awareness on what you are spending and […]

An Interview with Donna Buchanan, Owner of Investment Watch

Published: 03/20/19

1. What is it like to own a business? Overall, I find it exciting because every day is different.  You and your team must handle the needs of your clients and that is the top priority.   Beyond that we must handle the finances, marketing, social media, event planning, human resources, facility management and the training […]

The Graying Population That’s Newly Single: Things You Should Know

Published: 02/28/19

Divorce is never easy, but starting over after decades of marriage can be especially difficult.  Unfortunately, the so-called “gray divorce” is on the rise.  While divorce rates, in general, seem to be declining, the over-50 age group has seen divorce rates double since 1990, when roughly 5 out of every 1,000 couples divorced, as opposed […]

How to Create a Personal Budget and Stick to It

Published: 02/4/19

When you hear the word budget, you might find yourself making a sour face, just like when you hear the word diet. Both of these terms tend to carry a connotation of deprivation. However, your attitude going in could make a big difference in the relative pain or enjoyment you gain from your experience. Creating […]

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Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of CA, DE, FL, GA, MD, NC, PA, TN, VA, WI, WV, DC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
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