Are your kids ready to manage their own money? With the recent economic climate in the US, managing money has been difficult for almost everyone, so preparing kids to make smart money decisions has never been more important. Providing financial instruction for kids, as they grow toward adulthood, … Read More
Family & Finance Resources
Reasons to Consider Bonds in your Portfolio
It is a common misconception that bonds are only valuable to older conservative investor or for young children as savings bonds. That is simply not the case. Bonds can be an important factor for a strategically balanced portfolio at every stage of your life. Bonds can be valuable for a portion of … Read More
You’ve Moved on. What about your retirement savings?
The days of graduating from high school or college, working for one company for 35 years before retiring with a company-sponsored pension may be behind us. We live in an era where most people change jobs at least once in their lifetime. According to the Bureau of Labor Statistics National … Read More
Five Ways to Help Build Wealth
Here at Magellan Financial we have dedicated our life to helping families achieve their financial goals. The number one reason for building wealth is typically financial security, which ultimately leads to retirement. Life, however, can get in the way of building wealth as there are other important … Read More
Family & Finances – Balancing Financial Priorities
The backbone of a successful financial life is a combination of planning for the future and budgeting in the present. Over time your plan will change as your income (hopefully) increases and the shape of your family transforms. Things are much different for newlyweds in their late-20s than the … Read More
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