Helping Your Adult Child Buy a Home: A Parent’s Guide

How do you know if you should help your adult child buy a home? Here are your options and tips for deciding.

Financial PlanningParkshore Wealth ManagementFebruary 1, 2024financial planning, financial advisor, embracing change, new beginnings, personal finance

Embracing Change: Smart Financial Planning for Your Empty Nest Journey

As you embrace the new chapter of life as an empty nester, it's an ideal time to re-evaluate and adjust your financial plan. Here's a simplified guide to help you navigate this transition with confidence:

Financial PlanningParkshore Wealth ManagementJanuary 15, 2024empty nest, financial planning, budgeting, retirement, living situation, debt reduction, insurance, legacy building, investments, continuous learning, financial advisor, embracing change, new beginnings, life transition, personal finance

Should We Set Up a Trust for Our Son Who Has Special Needs?

Special needs does not mean only developmentally disabled. It could be a child who just does not do well with money or who spends every dollar that they get.

VideoParkshore Wealth ManagementMarch 14, 2019financial planning, personal finance, special needs, special needs trust