Joe Conroy, an independent certified financial planner with Harford Retirement Planners in Bel Air, Md., with more than $100 million in assets under management, has a couple who are clients and who fit that bill. The couple was referred to Conroy by their accountant who thought their lucrative financial situation could benefit from his guidance.
There are several ways grandparents can help pay for a grandchild’s education without giving money directly to the student. It’s crucial that grandparents, parents and students understand each of the options before deciding which one may be appropriate for them.
For people like doctors, lawyers and engineers, success takes time ... and sacrifices along the way. Once you finally make it, you probably have the urge to start living large, but that could be a mistake.
Opinion: Conflicting financial expectations may set the stage for divorce
RETIREMENT IS A TIME TO pursue new passions, says Lisa Odoski, vice president and partner for advisory firm TFG Wealth Management in Newtown, Pennsylvania. "It's the second phase of your life. It's the best one," she says.
You're at the top of your game, and things are going great ... until. Your years of experience and the higher salary that likely comes with them could put a target on your back. So be ready.
