Money Matters With Greg Blog

Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about finances.

Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected.

This was the recent letter we sent out to clients about the recent moves in the market. Hope these words help to answer questions you might have in regards to the past week. 

February 6, 2018

Dear Valued Investor:

This was the recent letter we sent out to clients about the recent moves in the market. Hope these words help to answer questions you might have in regards to the past week. 

February 6, 2018

Dear Valued Investor:

So you’ve got your degree, now what?

If you’re a fan of political dramas on televisions, you’ll know that the turbulent world of politics has an affect on the global financial markets. But what about in real life? How much does art - if you can call shows like Scandal, Veep, and House of Cards art - imitate life, and vice versa?

Kid going to college? Go get these documents!

Congratulations! Your awesome son or daughter is now starting a new path.  You might be sentimental while they are packing the hatchback or truck as fast as they can. 

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.

Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought was given to the expenses of a vacation or the copay costs at the doctor. There’s something beautifully unburdened in the way which children experience the world: recklessly present and innocently ambivalent.

Our Awesome Valerie Rhein is about to take a trip of a lifetime with her family soon and it is all the talk in our office.  We have heard about where she is going, who she will be with, what she will be wearing, what she will be eating and her new data plan for her phone. So...it got us thinking for a new post.