June 26, 2024 | Financial Planning
Monthly Memberships
In the last few years, we’ve become accustomed to many convenient services, many offered via subscriptions. Now, in the old days, if you had a ...
Learn MoreMonthly Memberships
In the last few years, we’ve become accustomed to many convenient services, many offered via subscriptions. Now, in the old days, if you had a few magazines or newspapers stacked up, you might not pay to continue your service. Today’s subscriptions typically offer autopay, which is convenient and quickly forgotten for many.
C&R Research reports that the average American spends $219 per month on subscriptions for things like streaming services, news websites, and even regular deliveries of our most often-used goods, such as beans or pet food.1
There is also increasing evidence that these subscriptions are getting out of hand for some households. Many find themselves with an unclear idea of how much they are spending on their services, in many cases underestimating the amounts by upwards of $100 per month.2
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Blog
June 24, 2024 | Estate planning
Using Multiple Trusts to Build a Lasting Legacy
Understanding the Need for Estate Planning Estate planning is often overlooked until it’s too late, but it’s crucial emphasize the importance of proactive planning. As ...
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June 21, 2024 | Insurance & Risk Management Services
Do You Need Disability Insurance?
Think you don’t need disability coverage? Think again. We draft a will. Create an estate strategy. And purchase life insurance. But few of us consider ...
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June 19, 2024 | Investment Planning
Understanding Money Market Funds
A money market fund, not to be confused with a money market account, is a type of mutual fund that invests in instruments like cash ...
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June 17, 2024 | Financial Planning
How Financial Frictions Hinder Innovations
A recent study co-authored by Wharton’s Thomas Winberry reveals that financially constrained firms face a trade-off between investing in existing ideas and pursuing new ones. ...
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June 14, 2024 | Estate planning
Is Hiring a Professional Trustee the Right Choice for Your Trust?
When creating a trust, one of the most important decisions you’ll make is who will manage it. You can choose a friend or family member, ...
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June 12, 2024 | Financial Planning
5 Budgeting Myths That Stop People from Saving
Budgeting is crucial for managing your money well. However, many people avoid it because they believe certain myths. Let’s break down these common misconceptions and ...
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June 10, 2024 | Business Planning
The Kids Are Alright, But Are They Right for the Family Business?
Passing down a family business can be both a source of pride and a complex challenge. Wealthy families often hope their children will continue the ...
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June 7, 2024 | Retirement Planning
Essential Steps for Solo Agers: A Comprehensive Guide
Aging solo comes with unique challenges, especially without the support of close family. To ensure a secure and fulfilling life, solo agers should take proactive ...
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June 5, 2024 | Tax Planning
Key Thoughts on the Tax Cuts and Jobs Act
The Tax Cuts and Jobs Act has made major changes to the tax code. It’s important that you understand these changes to best plan your ...
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Recent Posts
The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them
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<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
