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Blog

Why DIY Investment Management Is Such a Risk

Submitted by Alloy Silverstein Financial Services, Inc. on July 29th, 2019

Paying attention to the wrong things becomes all too easy.

 

 

If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad reasons.

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5 Easy Ways to Better Financial Health

Submitted by Alloy Silverstein Financial Services, Inc. on July 18th, 2019

We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck. Fortunately, most of us fall somewhere in-between, putting away money at times, while making frivolous purchases at other times.

Tags:
  • financial planning
  • personal finance
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Smart Financial & Insurance Moves for New Parents

Submitted by Alloy Silverstein Financial Services, Inc. on July 10th, 2019

As you start a family, consider these ideas.

 

 

Being a parent means being responsible to a degree you never have been before. That elevated responsibility also impacts your financial decisions. You are now a provider and a protector, and that reality may make the following financial moves necessary.

Tags:
  • budgeting
  • children
  • education planning
  • family
  • life insurance
  • will
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Midlife Money Errors

Submitted by Alloy Silverstein Financial Services, Inc. on July 2nd, 2019

If you are between 40 & 60, beware of these financial blunders & assumptions.

 

 

Mistakes happen, even for people who have some life experience under their belt. That said, your retirement strategy is one area of life where you want to avoid having some fundamental misconceptions.

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Teaching Your Heirs to Value Your Wealth

Submitted by Alloy Silverstein Financial Services, Inc. on June 26th, 2019

Values can help determine goals & a clear purpose.

 

 

Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid of what their heirs may do with it.

Tags:
  • children
  • family
  • succession planning
  • wealth
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Could Social Security Really Go Away?

Submitted by Alloy Silverstein Financial Services, Inc. on June 17th, 2019

That may be unlikely, but the program does face financial challenges.  

 

 

Will Social Security run out of money in the 2030s? You may have heard warnings about this dire scenario coming true. These warnings, however, assume that no action will be taken to address Social Security’s financial challenges between now and then.

Tags:
  • generations
  • social security
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Financial Strategy for Athletes

Submitted by Alloy Silverstein Financial Services, Inc. on June 5th, 2019

Step One: Find a trusted financial coach; Step Two: Listen to your coach. 

 

Whether you are a professional athlete, a college amateur, or an aspiring Olympian, you probably know what success feels like. You also know a thing or two about being a good sport when things don’t go your way. Good news: this means you already have some of the basics needed to create a financial strategy.

Tags:
  • financial planning
  • goals
  • professional athlete
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Titling Assets to Avoid Probate

Submitted by Alloy Silverstein Financial Services, Inc. on June 4th, 2019

Probate is the court-supervised process of authenticating a last will and testament if the deceased made one. It includes locating and determining the value of the decedent's assets, paying final bills and taxes, and distributing the remainder of the estate to the rightful beneficiaries. Probate can be a costly and time-consuming process, but it can be avoided fairly easily.

Tags:
  • estate planning
  • will
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Preparing to Sell Your Business

Submitted by Alloy Silverstein Financial Services, Inc. on May 28th, 2019

What is your exit strategy?

 

 

Your company is ripe for sale. Now what? These days, your children or employees may not necessarily want to take over your business, but you still want to sell your business. So, what’s a successful entrepreneur to do?

 

Tags:
  • business planning
  • entrepreneur
  • succession planning
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All About 529 Plans

Submitted by Alloy Silverstein Financial Services, Inc. on May 6th, 2019

For young families, the immediate cost of raising a child can be testing financially. Just when you thought you were in the clear from student loan repayments and your never-ending car lease, a hungry mouth appears with countless sleepless nights and a hefty price tag attached. But diapers, baby formula, and stuffed toys aren’t the only financial burdens parents should worry about.

Tags:
  • 529
  • education planning
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