LATEST POSTS
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YOUNG-AND-AVVY-PODCAST
Young and $avvy Episode 1: Exit Strategies From College to Employment Life
Welcome to Episode 1 in our new Podcast Series: Young and $avvy. Each week we will be featuring various finance and investing topics that will help young professionals, entrepreneurs and startups reach their financial goals. For questions or topic inquiries, comment below or use the hashtag #Youngand$avvy on social media. A Crystal Brook Advisor will…
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INSURANCE
How Much Does Life Insurance Really Cost?
It’s a common question for people considering life insurance – I’ve heard I need it, but how much do I really need and how much is it going to cost? To get to the right answer, you first have to understand some of the basics about the different kinds of life insurance, how they work and who is the best fit for each type.
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BUDGET
Budgeting..Yuck. 7 Ways to Make Budgeting Less Awful
Budgets can be boring, if you design it that way. If you consider it a guide and not a noose, you need to build in some fun: vacation, weekend stress relief or mad money to reward yourself. The goal is to know what you have and live within your means while enjoying life and not rack up credit card debt. Here are some tips on how to start:
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ESTATE-PLANNING
Why Everyone Needs a Will (I’m Talking to You, Millennials)
If you think estate planning is for only the elderly or wealthy individuals, think again. Even if you do not think you have much, it’s important to have a plan for what you do have, and what you want to do with the stuff, if you pass away.
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ESTATE-PLANNING
How to Write a Will That Won’t Cause Family Feud
There is a saying that the love of money is the root of all evil. But few things can break up a family more than money issues upon the settlement of a parent’s or life partner’s estate. Family harmony is usually an important issue when parents write out their final distribution wishes in their will. Simple or complex estates can run the risk of disharmony caused by a lifetime of family interactions, rivalries and learned behaviors.
