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
Family & Finances: Planning In Your 30s and 40s
At Magellan Financial we believe in the power of planning. We also know that most people don’t start seriously considering an investment plan until they enter the fifth decade of life. It is much easier to envision retirement, a concept that is hard to grasp when you are in your 30s or 40s, once …  Read More
Family & Finances: Starting A Family
The first few years of marriage are some of the most exciting. It is a time of freedom and change- new jobs, new living arrangements and making life decisions with your spouse. For many, one of those decisions includes having children. Getting married and starting a family is an emotional …  Read More