Financial New Year’s Resolutions: A Fresh Start for Your Finances

Start the new year right with financial resolutions! Learn how to update your estate plan, reassess insurance, and set smart financial goals for 2025 and beyond.

Financial PlanningParkshore Wealth ManagementJanuary 1, 2025Retirement Planning, Estate Plan, Trusted Contact, New Year’s, 2025, Beneficiaries, Insurance, Financial Goals, Fiduciary

How Your Financial Plan Can Evolve in the Empty Nest Stage

When the kids leave the house, your life changes. Here are financial tips for adjusting your budget, retirement savings, housing options, and more.

Retirement PlanningParkshore Wealth ManagementDecember 1, 2024Personal Finance, Adult Children, Empty Nester, Budgeting, College Costs, Retirement Savings, Insurance, Housing, Investing, Estate Planning

Understanding Annuities: The Hidden Risks and Alternatives

Annuity income for life sounds attractive. But pay attention to the contract’s fine print. Here’s why.

Financial PlanningParkshore Wealth ManagementJuly 31, 2023Annuity, Annuities, Income, Insurance, Contract, Retirement Income, Portfolio, Diversification, Fiduciary, Commissions

Empty Nest? Here’s How Your Financial Plan Can Change

Here are five financial areas to reassess once your kids leave the nest.

Financial PlanningParkshore Wealth ManagementMay 2, 2022Retirement Savings, Budget, Insurance, Empty Nest, Debt, Home

When Life Goes Wrong, Your Financial Plan Can Help

A financial plan can help you optimize the good times and weather the bad ones. Read this article to understand what your financial plan should include.

Financial PlanningParkshore Wealth ManagementJanuary 15, 2021Investing, Budget, Cash Flow, Retirement Planning, Taxes, Insurance