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Important Information to have on Hand for Young Adults

10/20/2020

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​Many of our clients have college age/young adult children over 18.  Even though that might not be the milestone they are most excited about (like the one that comes 3 years later!), it is a major milestone in the eyes of the law.  At that point our government considers them adults.  They can now:

+Vote
+Get married
+Join the Military (men have to register for selective service)
+Manage their own money
+Serve on a jury
+Sign a contract


On the other hand, parents are no longer able to:

-Access their medical information
-Make health care decisions
-Access their financial accounts (unless you have joint ownership)
-Access their school records (even though you may be paying)

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Personal Balance Sheet Basics

10/19/2020

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​It is easy to get caught up in life and lose sight of the details.   We live busy lives.  Whether you are raising a family or approaching retirement, one can unintentionally veer off-track.  Often it is our financial health that can suffer. 

When the unexpected happens (which it often does) the impact can feel devastating.  Having a strong balance sheet can soften the blow.  Our personal balance sheet is a barometer of our financial strength and it also provides very important clues about risk and financial vulnerability.  


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  • Home
  • How We Help
    • Investment Management
    • Financial Planning
    • Divorce Planning
    • Retirement Planning
    • Elder care planning
    • FAQ's
  • Our Team
  • My Mosaic
  • Resources
    • Reference Guide
    • Insights
    • Events
    • Newsletters
  • Jenifer's Blog
  • Contact
  • Think Differently