Presented by Lucas Group Financial Advisors |
We recently received a question, “What are the pros and cons of separate vs shared finances in a relationship?” As with all things financial, there is no single answer that works for everyone; however, for the long-term health of a relationship, finances are an important area to navigate. While it is difficult to determine exactly how many divorces are caused by financial arguments, it is clear that financial stress is among the leading reasons of...
Presented by Lucas Group Financial Advisors |
For many individuals, their first stock market investment comes in the form of mutual funds and similar investments within their 401(k), IRA, or other retirement plan. Investing in the market, in either stocks and bonds, allows your money to grow long-term in addition to the funds you add over time; putting your money to work for you, as you save for retirement and other goals. For most people, the primary objectives for their investments are...
Presented by Lucas Group Financial Advisors |
The term "budgeting" has some negative connotations, similar to "dieting." However, creating a monthly spending plan (budget) with room for eating out, entertainment, and other perks doesn't have to be a chore. Monthly spending plans can help make sure you're allocating money to the areas that mean the most to you, saving for your goals, and still providing enjoyment without the guilt of overspending.
Presented by Lucas Group Financial Advisors |
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From deciding how to use their spending money to deciphering student loan options, it can be difficult for students to adjust to the financial side of college living. But it’s a great time for them to learn how responsibility and planning can lead to success, both for their wallets and their lives after college.
Presented by Lucas Group Financial Advisors |
Do you picture yourself owning a new home, sending your kids to college, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in.
Presented by Lucas Group Financial Advisors |
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If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Retirement is a decision that should be carefully thought out; here are some things to consider when deciding whether to retire at the same time as your spouse.