by Jessica L. Gibbs, CFP | Jun 30, 2020 | Invest My Wealth, Manage Multi-Generational Wealth, Optimize My Taxes, Plan for Retirement, Weekly Market Commentary
If you’re like me, you’ve been seeking out the silver linings in these unprecedented times. Albert Einstein said it most succinctly: “In the middle of difficulty lies opportunity.” And that’s certainly true for your finances. Markets may be volatile, your plans for...
by Emily M. Harper, CFP® | May 7, 2020 | Manage Multi-Generational Wealth, Optimize My Taxes, Plan for Retirement, Weekly Market Commentary
The benefits of Roth conversions seem obvious: having better control over taxable income in retirement (a Roth may lessen or eliminate your required minimum distributions), possibly paying less in taxes on a withdrawal now than in the future or leaving more money for...
by Jessica L. Gibbs, CFP | Nov 21, 2019 | Manage Multi-Generational Wealth, Weekly Market Commentary
Look, I get it, talking about money with your adult kids feels taboo. When they were young, you wanted them to feel taken care of, but it wasn’t important they understood what money conceptually meant to you, how much you had, or how you managed it. But this goes...
by Jessica L. Gibbs, CFP | Aug 10, 2016 | Browse FAQ, Manage Multi-Generational Wealth, Weekly Market Commentary
Financial aid can help cover the costs of an undergraduate or graduate education. For some parents, federal and private loans provide an added benefit of having their child personally invested in their education. Navigating the options can be daunting, so the below...
by Monument Wealth Management Team | Jun 16, 2016 | Featured Articles, Manage Multi-Generational Wealth
For years, your mission in life was to get into college. Now that you’ve cleared that hurdle, it’s time for some more grown-up goals, especially related to money. It’s time to prove that when you graduated from high school, you also graduated from the Bank of Mom and...
by Monument Wealth Management Team | Mar 13, 2015 | Browse FAQ, Featured Articles, Manage Multi-Generational Wealth
Teaching your children how to manage money is a very rewarding experience. I am a certified financial planner and a father of four young children. Naturally, I want my children to be happy, healthy, educated and financially secure. I have noticed that it is...
