Empty Nesters, Is It Time To Downsize?

Mar 15 2021

Empty Nesters, Is It Time To Downsize?

You have just come to grips with the fact that all of your children have moved out. After the initial lifestyle shock (and maybe a few tears), you might be thinking “Do we really still need this big house?”

While downsizing your home can be an attractive option, you’ll want to go in with both eyes wide open. Here’s what you need to think about before calling the real estate agent.

Consider Your Retirement and Lifestyle Goals

As you approach retirement, you should consider the impact that downsizing will have on your life.

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How To Balance Saving for Tomorrow and Living For Today

Mar 01 2021

Striking a balance between spending your money now and saving for the future is certainly harder than it sounds. How do you know if you are on track to reach your goals? What does “on track” even mean?

Here are 5 tips to help you enjoy your money today while also setting yourself up for the future!

Prioritize Living Wealthy Today

No, that doesn’t mean you need to go buy a private jet or a yacht!

Ask yourself, what does it mean for you to live a fulfilling life? Does it mean living near the city so you can …

Here’s Why You Should File Your Taxes Early This Year

Feb 01 2021

Early spring brings bright sunshine, blossoming blooms, tax bills, and plenty of beads and trinkets. In New Orleans, Mardi Gras, unfortunately, coincides with tax season, and tax filing.

Income tax payments can eclipse nearly all other expenses you pay during your lifetime. Nobody enjoys paying them but spending a little time now can help you identify opportunities to optimize your credits, deductions, and future earnings. Fine-tuning your taxes early will help align your cash flow and improve your finances while keeping you ahead of the game.

While we can’t help you out with the crowded festivals and parade going, we …

Is Cash Always King?

Jan 29 2021

Seasoned debaters know that a persuasive argument isn’t about being right or wrong, rather it comes down to delivering your points in a compelling, efficient, and strategic manner. There are many topics in the financial world that have spurred such debates over the years and the effectiveness of cash has certainly had its time in the limelight.

Without further ado, the question you’ve all been waiting for: is cash really king?

A look at both sides of the coin.

It should come as no surprise that people have different opinions on the role cash should play in your finances.

The

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How Gen X Can Start Off 2021 On Good Financial Footing

Jan 05 2021

As the song of 2020 fades out, (cue the rapturous applause) a new melody is just beginning. Dust off your tuner and warm up those pipes because 2021 is officially here. How can Gen X start the new year in tune?

Today, we’re going to look at the top ways the generation that wears many hats can prioritize their financial wellbeing in the new year.

1. Keep debt in check

Gen X notoriously carries the most generational debt, outpacing both Boomers and Millennials. Experian found that on average a Gen X individual carries over $134,000 in debt, nearly $41,000 above …

Author - Michael Rivas

Empty Nesters, Is It Time To Downsize?

Consider Your Retirement and Lifestyle Goals

Prioritize Living Wealthy Today

A look at both sides of the coin.

1. Keep debt in check