If you have been keeping up with the CCM newsletter lately, you may have noticed a record number of our colleagues have gotten married in the past 18 months, myself included. And if you or a recently married friend or family member are anything like me, you made a financial planning checklist immediately upon returning from the honeymoon. All joking aside, there are many aspects around one’s financial life that can change after marriage, some of which are time sensitive. Below is a checklist ... [Continue Reading]
Financial Planning for Young Adults
Articles and resources related to Financial Planning for Young Adults.
With springtime comes graduation season, a time when many parents and grandparents examine their educational savings strategies and take action—discussing them as a family and, in many cases, redoubling their efforts to save funds for future college-bound graduates. Although 529 college savings plans are growing in popularity, roughly 66% of investors 1 are unaware of them and their benefits. A recent study suggests that, on average, a child is seven years old when a 529 account is ... [Continue Reading]