Cathy Pareto, MBA, CFP®, AIF® is the Founder and President of Cathy Pareto & Associates, Inc. A fee-only financial planning and investment management firm.
Retirement Vs. College Savings: Overcoming The Funding Conundrum Life is a constant juggling act. Every day we juggle tasks, time, people and goals. This is especially true when it comes to balancing financial goals, whereby time is not the scarce resource, but money is. The future can seem especially daunting for young families balancing retirement funding goals and college planning for their children. When a dollar can only stretch so far, how can you...... Similar Editorial : Retirement Planning by pmegan. | Source : Ira Faq
Planning Pitfalls High Net Worth Investors Should Avoid Far too many high net worth individuals suffer the consequences of pathetic advice and live to regret it. A combination of time constraints, financial ignorance, and quite possibly egos often impede a wealthy individual's ability to make rational economic decisions. And let's face it, not all of Wall Street's 'finest' have your best interest at heart.Having extensive experience...... Similar Editorial : Possible Pitfalls by Caryl Ehrlich. | Source : Equity Group Investment
Estate Planning Considerations For Blended Families With divorce rates as high as ever, more and more families today are becoming "blended" with children from different marriages. This can create an enormous challenge when it comes time to settle your estate and plan the distribution of your assets. Estate planning is essential for any family, but it's even more important for the modern day "blended family". If you don't want to...... Similar Editorial : Estate Planning by Moneyalert. | Source : Estate Planning