Skip to content

Posts by Jaclyn Garcia

Things Your Adult Children Should Start Thinking About

Advisor Perspective

So, your child is an adult … Between Twitter, Instagram and different ideas about money and retirement, it can feel like you’re speaking a different language than your adult children when it comes to finances and their futures. While retirement may look very different to different generations from the FIRE (Financial Independence, Retire Early) movement…

Read More

Have You Set Your Financial Resolutions Yet?

Advisor Perspective

The new year is upon us and New Year’s resolutions are abundant. Exercise more, eat better, get organized, read more, but what about our financial resolutions? The first of the year is as good a time as any to review a financial checklist. Consider refinancing your mortgage. With rates dropping during 2019, it may make…

Read More